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 10-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 SERVICES4 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $27,965 |
STRATEGIC WEALTH MANAGEMENT4 years Filed as: STRATEGIC WEALTH MANAGEMENT GROUP, Service code 26 CHIEF CENTRE, SUITE 100 · MCMURRAY, PA 15317 | Advisory (Participants) | $22,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $278,390 | $55,415+402.4% | $155,509+79.0% | $74,495+273.7% |
| Participation rate | 94.0% | 61.9%+32.1pp | 78.2%+15.8pp | 67.2%+26.8pp |
| Annual return | 16.83% | 268.50%-251.7pp | 64.67%-47.8pp | 1364.94%-1348.1pp |
| Employer contribution / active EE | $2,719 | $2,267+19.9% | $4,672-41.8% | $2,623+3.7% |
| Participant deferral / active EE | $4,510 | $2,836+59.0% | $5,626-19.8% | $4,346+3.8% |
| Admin fee / account holder | $377 | $1,738-78.3% | $15,912-97.6% | $1,942-80.6% |