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 LLC6+ years Service code 27 · EIN 68-0439064 | Advisory (Plan) | $21,433 |
Service code 10 · EIN 68-0369583 | Accounting | $17,916 |
CAROLYN A. MAYES, CPA3 years Service code 10 · EIN 74-3051073 | Accounting | $10,250 |
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 | $36,216 | $65,041-44.3% | $90,951-60.2% | $79,858-54.6% |
| Participation rate | 84.5% | 61.6%+22.9pp | 69.0%+15.5pp | 69.6%+14.9pp |
| Annual return | 7.39% | 30.45%-23.1pp | 134.60%-127.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,307 | $2,512-8.2% | $3,373-31.6% | $3,740-38.3% |
| Admin fee / account holder | $410 | $4,536-91.0% | $5,959-93.1% | $5,306-92.3% |