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 SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $36,606 |
DUBUQUE BANK & TRUST COMPANY5 years Service code 26 · EIN 42-0223620 | Advisory (Participants) | $26,687 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,146 | $55,415+42.8% | $155,509-49.1% | $74,495+6.2% |
| Participation rate | 59.0% | 61.9%-2.9pp | 78.2%-19.2pp | 67.2%-8.2pp |
| Annual return | 12.75% | 268.50%-255.7pp | 64.67%-51.9pp | 1364.94%-1352.2pp |
| Employer contribution / active EE | $2,051 | $2,267-9.5% | $4,672-56.1% | $2,623-21.8% |
| Participant deferral / active EE | $4,433 | $2,836+56.3% | $5,626-21.2% | $4,346+2.0% |
| Admin fee / account holder | $453 | $1,738-73.9% | $15,912-97.2% | $1,942-76.7% |