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 | $13,703 |
WALZ GROUP4+ years Service code 10 · EIN 23-2489722 | Accounting | $6,000 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $5,309 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $40,751 | $55,449-26.5% | $83,848-51.4% | $56,287-27.6% |
| Participation rate | 71.5% | 68.0%+3.5pp | 76.1%-4.6pp | 69.9%+1.7pp |
| Annual return | -6.68% | -1.38%-5.3pp | 850.88%-857.6pp | -9.96%+3.3pp |
| Employer contribution / active EE | $387 | $2,430-84.1% | $3,631-89.3% | $2,111-81.7% |
| Participant deferral / active EE | $2,513 | $2,935-14.4% | $4,082-38.4% | $3,350-25.0% |
| Admin fee / account holder | $192 | $656-70.7% | $5,478-96.5% | $521-63.1% |