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 5-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 | $12,883 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,518 | $64,119-86.7% | $112,228-92.4% | $66,914-87.3% |
| Participation rate | 85.2% | 68.5%+16.8pp | 75.1%+10.2pp | 69.8%+15.4pp |
| Annual return | -18.24% | -13.81%-4.4pp | 27.45%-45.7pp | 1.58%-19.8pp |
| Employer contribution / active EE | $924 | $3,005-69.2% | $3,635-74.6% | $2,544-63.7% |
| Participant deferral / active EE | $4,089 | $3,693+10.7% | $4,728-13.5% | $4,237-3.5% |
| Admin fee / account holder | $93 | $625-85.2% | $6,410-98.6% | $593-84.4% |