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 LLC7+ years Service code 27 · EIN 68-0439064 | Advisory (Plan) | $25,414 |
Service code 10 · EIN 68-0369583 | Accounting | $23,659 |
CAROLYN A. MAYES, CPA4 years Service code 10 · EIN 74-3051073 | Accounting | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,231 | $70,428-30.1% | $96,562-49.0% | $85,850-42.7% |
| Participation rate | 90.1% | 61.8%+28.3pp | 69.8%+20.3pp | 69.3%+20.8pp |
| Annual return | 14.71% | 18.59%-3.9pp | 37.78%-23.1pp | 318.53%-303.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,595 | $2,894-10.3% | $3,849-32.6% | $3,952-34.3% |
| Admin fee / account holder | $607 | $4,997-87.9% | $6,181-90.2% | $6,260-90.3% |