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 LLC5+ years Service code 27 · EIN 68-0439064 | Advisory (Plan) | $29,336 |
Service code 10 · EIN 68-0369583 | Accounting | $11,282 |
CAROLYN A. MAYES, CPA2 years 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.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,231 | $58,512-38.1% | $84,015-56.9% | $72,985-50.4% |
| Participation rate | 92.2% | 61.2%+31.0pp | 69.0%+23.2pp | 69.5%+22.7pp |
| Annual return | 14.76% | 28.93%-14.2pp | 71.31%-56.5pp | 81.00%-66.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,525 | $2,394+5.5% | $3,239-22.0% | $3,607-30.0% |
| Admin fee / account holder | $421 | $4,569-90.8% | $6,101-93.1% | $5,124-91.8% |