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 SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $22,800 |
Filed as: HTLF RETIREMENT PLAN SERVICES Service code 26 1398 CENTRAL AVENUE · DUBUQUE, LA 52004 | Advisory (Participants) | $16,766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,480 | $50,815-44.0% | $155,509-81.7% | $77,643-63.3% |
| Participation rate | 57.9% | 63.1%-5.2pp | 78.2%-20.3pp | 70.6%-12.7pp |
| Annual return | 63.34% | 34.80%+28.5pp | 64.67%-1.3pp | 31.24%+32.1pp |
| Employer contribution / active EE | $1,052 | $1,993-47.2% | $4,672-77.5% | $2,726-61.4% |
| Participant deferral / active EE | $2,775 | $2,822-1.7% | $5,626-50.7% | $4,647-40.3% |
| Admin fee / account holder | $162 | $437-62.9% | $15,912-99.0% | $430-62.4% |