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 LLC8+ years Service code 27 · EIN 68-0439064 | Advisory (Plan) | $23,986 |
Service code 10 · EIN 68-0369583 | Accounting | $17,460 |
CAROLYN A. MAYES, CPA5 years Service code 10 · EIN 74-3051073 | Accounting | $12,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,767 | $59,805-33.5% | $79,550-50.0% | $68,494-41.9% |
| Participation rate | 86.7% | 61.1%+25.7pp | 69.5%+17.3pp | 67.9%+18.9pp |
| Annual return | -14.93% | -12.30%-2.6pp | 0.16%-15.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,747 | $3,024-9.2% | $3,985-31.1% | $4,027-31.8% |
| Admin fee / account holder | $540 | $4,835-88.8% | $6,832-92.1% | $5,403-90.0% |