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 |
|---|---|---|
ZRC FINANCIAL SERVICES LLC3+ years Service code 27 · EIN 68-0439064 | Advisory (Plan) | $29,887 |
Service code 10 · EIN 68-0369583 | Accounting | $16,233 |
Service code 10 · EIN 68-0323663 | Accounting | $8,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,751 | $54,541+5.9% | $78,778-26.7% | $70,131-17.7% |
| Participation rate | 98.9% | 60.8%+38.1pp | 69.2%+29.7pp | 69.5%+29.3pp |
| Annual return | 15.73% | 21.07%-5.3pp | 35.62%-19.9pp | 73.14%-57.4pp |
| Employer contribution / active EE | $1,111 | $1,089+2.1% | $1,986-44.0% | $2,342-52.6% |
| Participant deferral / active EE | $2,171 | $2,210-1.8% | $2,958-26.6% | $3,332-34.8% |
| Admin fee / account holder | $513 | $3,709-86.2% | $5,134-90.0% | $4,645-88.9% |