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 SERVICES3 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $37,975 |
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 | $20,022 | $80,724-75.2% | $103,333-80.6% | $74,495-73.1% |
| Participation rate | 89.5% | 65.7%+23.8pp | 74.5%+15.0pp | 67.2%+22.3pp |
| Annual return | 27.09% | 27.56%-0.5pp | 24.88%+2.2pp | 1364.94%-1337.8pp |
| Employer contribution / active EE | $1,053 | $3,157-66.7% | $3,868-72.8% | $2,623-59.9% |
| Participant deferral / active EE | $5,225 | $3,860+35.3% | $5,057+3.3% | $4,346+20.2% |
| Admin fee / account holder | $211 | $2,368-91.1% | $8,355-97.5% | $1,942-89.1% |