Plan Ledger DOL Form 5500 · updated monthly

Wonolo Inc.401(k)

WONOLO 401(K) PLAN · BEAVERTON, OR · plan year 2024

Reported admin expense ratio · 2024
0.61%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Wonolo Inc. reported $43,252 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $2,921 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Oregon (649th of 1,021), and 8,905th of 11,654 in professional & technical services. In 2024, employees put in $3.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,395,988
Participants with balances196
Active participants83
Employer contributions$242,480
Employee contributions$959,722
Employer contribution per active participant$2,921
Average account balance$37,735
Benefits paid to participants$1,555,050
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,061
Investment management$23,191
Total administrative$43,252
The Wonolo Inc. 401(k) match · 2024
Employer contribution per active participant$2,921
Median for plans this size$1,313

Wonolo Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THREE BELL CAPITAL LLC · Investment advisory (plan)$23,191

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2024$43,252 · 0.61%
Same employer
Similar plansProfessional & Technical Services · Oregon
Zapproved LLC OR$7.5M · 0.13%
Carlson Testing, Inc. OR$7.4M · 0.09%
Jitasa, Inc. OR$6.3M · 0.38%
Coda, Inc. OR$6.1M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471657372 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.