Filed December 19, 2025
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 | $27,544 |
FARO ADVISORY1 year Service code 26 333 W WACKER DR, FLOOR 6 · CHICAGO, IL 60606 | Advisory (Participants) | $13,850 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,464 | $47,126-71.4% | $149,673-91.0% | $74,419-81.9% |
| Participation rate | 88.3% | 63.4%+24.9pp | 78.8%+9.5pp | 70.7%+17.6pp |
| Annual return | 10.76% | 22.75%-12.0pp | 134.42%-123.7pp | 34.38%-23.6pp |
| Employer contribution / active EE | $718 | $1,905-62.3% | $4,818-85.1% | $2,637-72.8% |
| Participant deferral / active EE | $1,934 | $2,728-29.1% | $5,680-66.0% | $4,528-57.3% |
| Admin fee / account holder | $146 | $343-57.5% | $13,210-98.9% | $348-58.1% |