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 GROUP3+ years Service code 10 · EIN 23-2489722 | Accounting | $15,500 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $14,910 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $45,328 | $58,726-22.8% | $92,233-50.9% | $62,292-27.2% |
| Participation rate | 64.9% | 68.3%-3.5pp | 76.5%-11.6pp | 69.5%-4.6pp |
| Annual return | 15.30% | 43.62%-28.3pp | 176.28%-161.0pp | 28.90%-13.6pp |
| Employer contribution / active EE | $369 | $2,392-84.6% | $3,679-90.0% | $2,042-81.9% |
| Participant deferral / active EE | $2,059 | $2,766-25.5% | $3,897-47.2% | $3,169-35.0% |
| Admin fee / account holder | $203 | $556-63.4% | $5,194-96.1% | $479-57.6% |