See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $143,845 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,015 | $50,815+27.9% | $155,509-58.2% | $77,643-16.3% |
| Participation rate | 98.7% | 63.1%+35.6pp | 78.2%+20.6pp | 70.6%+28.2pp |
| Annual return | 14.62% | 34.80%-20.2pp | 64.67%-50.1pp | 31.24%-16.6pp |
| Employer contribution / active EE | $6,118 | $1,993+207.0% | $4,672+30.9% | $2,726+124.4% |
| Participant deferral / active EE | $8,088 | $2,822+186.6% | $5,626+43.8% | $4,647+74.0% |
| Admin fee / account holder | $144 | $437-67.1% | $15,912-99.1% | $430-66.6% |