See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CROWELL WEEDON & CO3 years Filed as: CROWELL WEEDON Service code 51 · EIN 95-0660510 624 SOUTH GRAD AVE · LOS ANGELES, CA 90017 | Investment Mgmt Fees | $41,148 |
CITIZENS TRUST3 years Service code 51 · EIN 95-6806148 PO BOX 3938 · ONTARIO, CA 91761 | Investment Mgmt Fees | $38,239 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 15 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $16,912 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,271 | $98,982+88.2% | $162,163+14.9% | $65,185+185.8% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 22.58% | 24.84%-2.3pp | 115.59%-93.0pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,245 | $3,467-64.1% | $5,614-77.8% | $2,177-42.8% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $488 | $596-18.2% | $10,843-95.5% | $847-42.4% |