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 & DAN2 years Filed as: CRANE ADVISORY LLC DBA CRANE & ASSO Service code 27 801 E CHAPMAN AVE STE 104 · FULLERTON, CA 92831 | Advisory (Plan) | $130,219 |
AMERICAN FUNDS6 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $80,154 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $375,923 | $50,815+639.8% | $155,509+141.7% | $77,643+384.2% |
| Participation rate | 89.7% | 63.1%+26.6pp | 78.2%+11.5pp | 70.6%+19.2pp |
| Annual return | 16.84% | 34.80%-18.0pp | 64.67%-47.8pp | 31.24%-14.4pp |
| Employer contribution / active EE | $10,208 | $1,993+412.3% | $4,672+118.5% | $2,726+274.5% |
| Participant deferral / active EE | $19,390 | $2,822+587.1% | $5,626+244.6% | $4,647+317.2% |
| Admin fee / account holder | $484 | $437+10.7% | $15,912-97.0% | $430+12.4% |