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, SIMON, CLAR & DAN1 year Filed as: CRANE ADVISORY LLC DBA CRANE & ASSO Service code 27 801 E CHAPMAN AVE STE 104 · FULLERTON, CA 92831 | Advisory (Plan) | $110,873 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $56,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $353,360 | $47,126+649.8% | $149,673+136.1% | $74,419+374.8% |
| Participation rate | 81.9% | 63.4%+18.5pp | 78.8%+3.1pp | 70.7%+11.2pp |
| Annual return | 19.50% | 22.75%-3.3pp | 134.42%-114.9pp | 34.38%-14.9pp |
| Employer contribution / active EE | $10,021 | $1,905+425.9% | $4,818+108.0% | $2,637+279.9% |
| Participant deferral / active EE | $19,345 | $2,728+609.2% | $5,680+240.6% | $4,528+327.2% |
| Admin fee / account holder | $427 | $343+24.6% | $13,210-96.8% | $348+22.7% |