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 |
|---|---|---|
WALZ GROUP2+ years Service code 10 · EIN 23-2489722 | Accounting | $14,150 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $13,928 |
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 | $44,322 | $52,884-16.2% | $84,750-47.7% | $55,167-19.7% |
| Participation rate | 59.3% | 67.5%-8.2pp | 76.6%-17.2pp | 69.0%-9.6pp |
| Annual return | 10.52% | 18.03%-7.5pp | 22.78%-12.3pp | 169.23%-158.7pp |
| Employer contribution / active EE | $331 | $2,233-85.2% | $3,574-90.7% | $1,963-83.1% |
| Participant deferral / active EE | $1,901 | $2,644-28.1% | $3,712-48.8% | $3,054-37.8% |
| Admin fee / account holder | $200 | $581-65.5% | $5,332-96.2% | $504-60.3% |