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 |
|---|---|---|
FARO ADVISORY2 years Service code 27 333 W WACKER DR, FLOOR 6 · CHICAGO, IL 60606 | Advisory (Plan) | $14,681 |
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $9,940 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $27,551 | $69,763-60.5% | $67,502-59.2% | $74,495-63.0% |
| Participation rate | 65.1% | 71.4%-6.3pp | 72.9%-7.8pp | 67.2%-2.1pp |
| Annual return | 11.26% | -40.34%+51.6pp | 3512.12%-3500.9pp | 1364.94%-1353.7pp |
| Employer contribution / active EE | $1,062 | $2,704-60.7% | $2,731-61.1% | $2,623-59.5% |
| Participant deferral / active EE | $1,915 | $3,636-47.3% | $4,000-52.1% | $4,346-55.9% |
| Admin fee / account holder | $231 | $896-74.2% | $3,998-94.2% | $1,942-88.1% |