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 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $14,058 |
ASSUREDPARTNERS CAPITAL INC2 years Filed as: ASSUREDPARTNERS FINANCIAL ADVISORS Service code 26 2501 PARMENTER STREET · MIDDLETON, WI 53562 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,616 | $60,323-31.0% | $81,812-49.1% | $74,495-44.1% |
| Participation rate | 88.5% | 62.9%+25.7pp | 72.3%+16.2pp | 67.2%+21.3pp |
| Annual return | 13.93% | 16.90%-3.0pp | 773.79%-759.9pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $1,641 | $2,620-37.4% | $2,912-43.7% | $2,623-37.5% |
| Participant deferral / active EE | $2,730 | $3,387-19.4% | $4,319-36.8% | $4,346-37.2% |
| Admin fee / account holder | $66 | $1,486-95.5% | $7,386-99.1% | $1,942-96.6% |