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 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $68,995 |
Filed as: HTLF RETIREMENT PLAN SERVICES Service code 26 · EIN 13-2624428 1398 CENTRAL AVENUE · DUBUQUE, IA 52004 | Advisory (Participants) | $13,967 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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 | $28,010 | $88,982-68.5% | $102,438-72.7% | $77,671-63.9% |
| Participation rate | 86.1% | 80.9%+5.1pp | 76.5%+9.6pp | 70.6%+15.5pp |
| Annual return | 12.24% | 25.01%-12.8pp | 29.37%-17.1pp | 31.21%-19.0pp |
| Employer contribution / active EE | $924 | $2,698-65.8% | $3,024-69.5% | $2,726-66.1% |
| Participant deferral / active EE | $2,224 | $5,144-56.8% | $5,054-56.0% | $4,648-52.2% |
| Admin fee / account holder | $109 | $236-53.6% | $9,448-98.8% | $430-74.6% |