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 LLC4+ years Service code 27 · EIN 68-0439064 | Advisory (Plan) | $32,593 |
Service code 10 · EIN 68-0369583 | Accounting | $10,777 |
CAROLYN A. MAYES, CPA1 year Service code 10 · EIN 74-3051073 | Accounting | $9,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,086 | $50,958+2.2% | $74,550-30.1% | $64,186-18.9% |
| Participation rate | 98.9% | 61.1%+37.8pp | 69.1%+29.8pp | 69.6%+29.3pp |
| Annual return | -7.85% | -1.86%-6.0pp | 32.53%-40.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,099 | $1,115-1.5% | $1,961-44.0% | $2,381-53.8% |
| Participant deferral / active EE | $2,244 | $2,301-2.5% | $3,108-27.8% | $3,470-35.3% |
| Admin fee / account holder | $468 | $4,223-88.9% | $5,060-90.8% | $4,888-90.4% |