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 Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $38,809 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,582 | $99,957+66.7% | $149,696+11.3% | $73,488+126.7% |
| Participation rate | 91.2% | 75.7%+15.5pp | 82.5%+8.7pp | 70.7%+20.5pp |
| Annual return | 23.70% | 53.87%-30.2pp | 276.60%-252.9pp | 28.51%-4.8pp |
| Employer contribution / active EE | $2,625 | $3,191-17.7% | $4,644-43.5% | $2,270+15.6% |
| Participant deferral / active EE | $11,209 | $6,073+84.6% | $6,842+63.8% | $3,740+199.7% |
| Admin fee / account holder | $212 | $551-61.5% | $9,309-97.7% | $513-58.7% |