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 SERVICES6+ years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $37,867 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,061 | $98,750+23.6% | $149,696-18.5% | $79,858+52.8% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.6%+20.4pp |
| Annual return | 13.20% | 27.43%-14.2pp | 276.60%-263.4pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,276 | $3,216-60.3% | $4,644-72.5% | $2,471-48.3% |
| Participant deferral / active EE | $5,442 | $5,680-4.2% | $6,842-20.5% | $3,740+45.5% |
| Admin fee / account holder | $267 | $6,053-95.6% | $9,309-97.1% | $5,306-95.0% |