Filed March 20, 2026
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 LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $21,443 |
FARO ADVISORY1 year Service code 27 333 W WACKER DR, FLOOR 6 · CHICAGO, IL 60606 | Advisory (Plan) | $2,950 |
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 | $26,449 | $65,557-59.7% | $64,056-58.7% | $71,457-63.0% |
| Participation rate | 55.1% | 73.2%-18.0pp | 72.3%-17.2pp | 67.9%-12.8pp |
| Annual return | 16.05% | 18.94%-2.9pp | 33.69%-17.6pp | 28.85%-12.8pp |
| Employer contribution / active EE | $793 | $2,669-70.3% | $2,747-71.1% | $2,588-69.4% |
| Participant deferral / active EE | $1,430 | $3,626-60.6% | $3,880-63.1% | $4,289-66.7% |
| Admin fee / account holder | $235 | $616-61.9% | $3,068-92.4% | $1,587-85.2% |