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 SERVICES4 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 400 AUSTIN AVENUE, SUITE 1200 · WACO, TX 76701 | Recordkeeping | $33,450 |
Service code 26 3524 COMMERCE PARKWAY · WOOSTER, OH 44691 | Advisory (Participants) | $30,018 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,167 | $55,415+3.2% | $155,509-63.2% | $74,495-23.3% |
| Participation rate | 88.5% | 61.9%+26.6pp | 78.2%+10.3pp | 67.2%+21.3pp |
| Annual return | 14.60% | 268.50%-253.9pp | 64.67%-50.1pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $3,644 | $2,267+60.8% | $4,672-22.0% | $2,623+38.9% |
| Participant deferral / active EE | $6,617 | $2,836+133.3% | $5,626+17.6% | $4,346+52.3% |
| Admin fee / account holder | $274 | $1,738-84.3% | $15,912-98.3% | $1,942-85.9% |