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 7-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 |
|---|---|---|
Service code 27 201 EAST LIBERTY, SUITE 22 · ANN ARBOR, MI 48104 | Advisory (Plan) | $9,428 |
JULY BUSINESS SERVICES4 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 400 AUSTIN AVE. · WACO, TX 76701 | Recordkeeping | $5,575 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,419 | $99,877-88.6% | $84,966-86.6% | $145,922-92.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | -97.00% | 83.76%-180.8pp | 66.38%-163.4pp | 561.29%-658.3pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,523 | $5,291-52.3% | $4,519-44.2% | $6,688-62.3% |
| Admin fee / account holder | $1,269 | $7,248-82.5% | $6,149-79.4% | $13,397-90.5% |