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 14 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Plan Administrator | $62,906 |
Filed as: HTLF RETIREMENT PLAN SERVICES Service code 26 1398 CENTRAL AVENUE · DUBUQUE, IA 52004 | Advisory (Participants) | $42,230 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,016 | $50,815-23.2% | $155,509-74.9% | $77,643-49.7% |
| Participation rate | 80.8% | 63.1%+17.7pp | 78.2%+2.7pp | 70.6%+10.3pp |
| Annual return | 18.99% | 34.80%-15.8pp | 64.67%-45.7pp | 31.24%-12.3pp |
| Employer contribution / active EE | $1,363 | $1,993-31.6% | $4,672-70.8% | $2,726-50.0% |
| Participant deferral / active EE | $2,089 | $2,822-26.0% | $5,626-62.9% | $4,647-55.1% |
| Admin fee / account holder | $241 | $437-44.9% | $15,912-98.5% | $430-44.1% |