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 8-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 SERVICES3+ years Service code 15 · EIN 74-2715820 | Recordkeeping | $22,420 |
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 | $59,244 | $99,957-40.7% | $149,696-60.4% | $73,488-19.4% |
| Participation rate | 77.5% | 75.7%+1.8pp | 82.5%-4.9pp | 70.7%+6.9pp |
| Annual return | 16.13% | 53.87%-37.7pp | 276.60%-260.5pp | 28.51%-12.4pp |
| Employer contribution / active EE | $1,618 | $3,191-49.3% | $4,644-65.2% | $2,270-28.7% |
| Participant deferral / active EE | $5,139 | $6,073-15.4% | $6,842-24.9% | $3,740+37.4% |
| Admin fee / account holder | $29 | $551-94.8% | $9,309-99.7% | $513-94.4% |