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 5-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 | $18,158 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,737 | $76,670-82.1% | $96,683-85.8% | $71,457-80.8% |
| Participation rate | 86.8% | 66.6%+20.2pp | 74.3%+12.4pp | 67.9%+18.9pp |
| Annual return | 24.27% | 48.29%-24.0pp | 35.69%-11.4pp | 28.85%-4.6pp |
| Employer contribution / active EE | $1,082 | $3,031-64.3% | $3,737-71.1% | $2,588-58.2% |
| Participant deferral / active EE | $4,700 | $3,771+24.6% | $4,878-3.6% | $4,289+9.6% |
| Admin fee / account holder | $107 | $2,028-94.7% | $6,730-98.4% | $1,587-93.3% |