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 SERVICES3 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $21,869 |
FARO ADVISORY3 years Service code 26 333 W WACKER DR, FLOOR 6 · CHICAGO, IL 60606 | Advisory (Participants) | $19,847 |
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 | $18,007 | $50,982-64.7% | $154,803-88.4% | $85,563-79.0% |
| Participation rate | 33.3% | 59.8%-26.5pp | 78.1%-44.8pp | 66.0%-32.7pp |
| Annual return | 12.42% | 30.35%-17.9pp | 58.88%-46.5pp | 31.51%-19.1pp |
| Employer contribution / active EE | $307 | $1,708-82.0% | $4,305-92.9% | $2,654-88.4% |
| Participant deferral / active EE | $817 | $2,474-67.0% | $5,540-85.2% | $4,375-81.3% |
| Admin fee / account holder | $191 | $846-77.5% | $14,329-98.7% | $834-77.2% |