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 SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $22,835 |
FARO ADVISORY2 years Service code 26 333 W WACKER DR, FLOOR 6 · CHICAGO, IL 60606 | Advisory (Participants) | $17,287 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,783 | $55,415-71.5% | $155,509-89.9% | $74,495-78.8% |
| Participation rate | 97.6% | 61.9%+35.7pp | 78.2%+19.4pp | 67.2%+30.4pp |
| Annual return | 15.41% | 268.50%-253.1pp | 64.67%-49.3pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $919 | $2,267-59.5% | $4,672-80.3% | $2,623-65.0% |
| Participant deferral / active EE | $2,374 | $2,836-16.3% | $5,626-57.8% | $4,346-45.4% |
| Admin fee / account holder | $174 | $1,738-90.0% | $15,912-98.9% | $1,942-91.0% |