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 8-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 SERVICES5 years Service code 15 · EIN 34-1888990 630 LEXINGTON AVE · MANSFIELD, OH 44907 | Recordkeeping | $10,559 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,504 | $79,171-46.3% | $102,423-58.5% | $74,495-42.9% |
| Participation rate | 71.7% | 74.8%-3.1pp | 76.5%-4.8pp | 67.2%+4.5pp |
| Annual return | 21.06% | 54.93%-33.9pp | 29.32%-8.3pp | 1364.94%-1343.9pp |
| Employer contribution / active EE | $1,845 | $2,362-21.9% | $3,023-39.0% | $2,623-29.7% |
| Participant deferral / active EE | $2,638 | $4,415-40.3% | $5,053-47.8% | $4,346-39.3% |
| Admin fee / account holder | $117 | $2,001-94.2% | $9,451-98.8% | $1,942-94.0% |