See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2+ years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $2,227 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,044 | $22,683-24.9% | $61,373-72.2% | - |
| Participation rate | 12.4% | 38.0%-25.5pp | 52.6%-40.1pp | - |
| Annual return | -13.98% | -10.54%-3.4pp | 338.61%-352.6pp | - |
| Employer contribution / active EE | $684 | $484+41.1% | $1,159-41.0% | - |
| Participant deferral / active EE | $1,297 | $1,321-1.8% | $2,125-39.0% | - |
| Admin fee / account holder | $106 | $926-88.5% | $2,130-95.0% | - |