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 SERVICES5 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $45,760 |
HUMMEL GROUP, INC.6 years Service code 26 · EIN 34-1096613 | Advisory (Participants) | $0 |
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 | $29,634 | $80,731-63.3% | $103,374-71.3% | $74,546-60.2% |
| Participation rate | 61.9% | 65.7%-3.8pp | 74.5%-12.6pp | 67.2%-5.3pp |
| Annual return | 15.34% | 27.56%-12.2pp | 24.89%-9.5pp | 1366.03%-1350.7pp |
| Employer contribution / active EE | $980 | $3,158-69.0% | $3,869-74.7% | $2,624-62.7% |
| Participant deferral / active EE | $2,088 | $3,860-45.9% | $5,058-58.7% | $4,347-52.0% |
| Admin fee / account holder | $275 | $2,369-88.4% | $8,394-96.7% | $1,944-85.9% |