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 |
|---|---|---|
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $19,697 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,878 | $88,890-52.9% | $102,423-59.1% | $77,643-46.1% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.5%+21.5pp | 70.6%+27.4pp |
| Annual return | 21.54% | 24.98%-3.4pp | 29.32%-7.8pp | 31.24%-9.7pp |
| Employer contribution / active EE | $1,840 | $2,698-31.8% | $3,023-39.1% | $2,726-32.5% |
| Participant deferral / active EE | $5,760 | $5,145+12.0% | $5,053+14.0% | $4,647+24.0% |
| Admin fee / account holder | $50 | $235-78.9% | $9,451-99.5% | $430-88.4% |