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 SERVICES5 years Service code 15 · EIN 74-2715820 | Recordkeeping | $40,787 |
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 | $38,548 | $58,926-34.6% | $97,226-60.4% | $74,495-48.3% |
| Participation rate | 75.1% | 63.5%+11.6pp | 72.7%+2.5pp | 67.2%+7.9pp |
| Annual return | 13.29% | 16.04%-2.7pp | 75.13%-61.8pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $1,378 | $1,894-27.3% | $2,729-49.5% | $2,623-47.5% |
| Participant deferral / active EE | $2,175 | $3,664-40.7% | $4,264-49.0% | $4,346-50.0% |
| Admin fee / account holder | $285 | $1,974-85.6% | $5,654-95.0% | $1,942-85.3% |