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 Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76701 | Contract Administrator | $56,340 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,656 | $37,044-76.6% | $71,796-87.9% | $57,658-85.0% |
| Participation rate | 79.4% | 61.1%+18.3pp | 69.1%+10.3pp | 70.2%+9.2pp |
| Annual return | 11.47% | 12.64%-1.2pp | 78.04%-66.6pp | 5.13%+6.3pp |
| Employer contribution / active EE | $497 | $720-31.0% | $1,924-74.2% | $1,974-74.8% |
| Participant deferral / active EE | $2,785 | $1,974+41.1% | $2,794-0.3% | $3,061-9.0% |
| Admin fee / account holder | $69 | $101-32.0% | $4,815-98.6% | $95-27.4% |