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 9-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,451 |
WALZ GROUP1+ years Service code 10 · EIN 23-2489722 | Accounting | $14,095 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,526 | $50,464-19.7% | $75,781-46.5% | $52,331-22.6% |
| Participation rate | 57.6% | 66.8%-9.2pp | 75.8%-18.2pp | 68.1%-10.5pp |
| Annual return | -2.09% | 1.03%-3.1pp | 9.68%-11.8pp | 4.54%-6.6pp |
| Employer contribution / active EE | $63 | $1,988-96.9% | $3,323-98.1% | $1,882-96.7% |
| Participant deferral / active EE | $1,735 | $2,570-32.5% | $3,651-52.5% | $3,022-42.6% |
| Admin fee / account holder | $209 | $1,103-81.1% | $5,299-96.1% | $592-64.7% |