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 |
|---|---|---|
CRANE ADVISORY LLC1 year Service code 27 801 E CHAPMAN AVE STE 104 · FULLERTON, CA 92831 | Advisory (Plan) | $112,221 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $28,634 |
LANCE SOLL & LUNGHARD LLP4 years Service code 10 203 N BREA BLVD STE 203 · BREA, CA 92821 | Accounting | $23,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,162 | $46,292+544.1% | $143,757+107.4% | $64,808+360.1% |
| Participation rate | 91.8% | 64.2%+27.6pp | 80.3%+11.5pp | 71.5%+20.3pp |
| Annual return | -18.27% | -10.05%-8.2pp | -0.04%-18.2pp | 32.82%-51.1pp |
| Employer contribution / active EE | $9,396 | $1,910+392.0% | $4,951+89.8% | $2,506+275.0% |
| Participant deferral / active EE | $18,032 | $2,646+581.6% | $5,637+219.9% | $4,310+318.3% |
| Admin fee / account holder | $416 | $154+170.6% | $14,673-97.2% | $188+121.6% |