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 5-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 SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $40,312 |
DUBUQUE BANK & TRUST COMPANY5+ years Filed as: DUBUQUE BANK & TRUST Service code 13 · EIN 42-0223620 | Contract Administrator | $16,044 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $45,051 | $55,415-18.7% | $155,509-71.0% | $74,495-39.5% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 13.19% | 268.50%-255.3pp | 64.67%-51.5pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $1,237 | $2,267-45.4% | $4,672-73.5% | $2,623-52.8% |
| Participant deferral / active EE | $1,351 | $2,836-52.4% | $5,626-76.0% | $4,346-68.9% |
| Admin fee / account holder | $376 | $1,738-78.4% | $15,912-97.6% | $1,942-80.7% |