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 SERVICES4 years Service code 15 · EIN 74-2715820 | Recordkeeping | $21,729 |
BOA, LLC8 years Service code 26 630 LEXINGTON AVE. · MANSFIELD, OH 44907 | Advisory (Participants) | $10,296 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,863 | $51,315-39.9% | $95,745-67.8% | $71,457-56.8% |
| Participation rate | 83.1% | 63.0%+20.1pp | 72.3%+10.9pp | 67.9%+15.2pp |
| Annual return | 15.71% | 25.26%-9.5pp | 28.35%-12.6pp | 28.85%-13.1pp |
| Employer contribution / active EE | $1,465 | $1,819-19.5% | $2,835-48.3% | $2,588-43.4% |
| Participant deferral / active EE | $2,304 | $3,358-31.4% | $4,245-45.7% | $4,289-46.3% |
| Admin fee / account holder | $184 | $1,137-83.8% | $5,678-96.8% | $1,587-88.4% |