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 SERVICES1 year Filed as: JULY BUSINESS SERVICES, INC. Service code 13 · EIN 74-2715820 | Contract Administrator | $6,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,865 | $61,156-59.3% | $185,823-86.6% | $79,386-68.7% |
| Participation rate | 40.3% | 66.6%-26.3pp | 81.7%-41.4pp | 70.7%-30.4pp |
| Annual return | 12.35% | 19.45%-7.1pp | 122.05%-109.7pp | 116.85%-104.5pp |
| Employer contribution / active EE | $623 | $2,321-73.2% | $5,167-87.9% | $2,427-74.3% |
| Participant deferral / active EE | $774 | $2,789-72.2% | $5,568-86.1% | $4,046-80.9% |
| Admin fee / account holder | $226 | $710-68.1% | $16,237-98.6% | $626-63.9% |