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 SERVICES4+ years Service code 15 · EIN 74-2715820 | Recordkeeping | $20,459 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,504 | $104,475-32.5% | $159,436-55.8% | $79,386-11.2% |
| Participation rate | 73.0% | 76.6%-3.6pp | 82.8%-9.8pp | 70.7%+2.3pp |
| Annual return | 16.89% | 67.95%-51.1pp | 263.57%-246.7pp | 116.85%-100.0pp |
| Employer contribution / active EE | $1,684 | $3,417-50.7% | $4,829-65.1% | $2,427-30.6% |
| Participant deferral / active EE | $5,368 | $6,467-17.0% | $7,352-27.0% | $4,046+32.7% |
| Admin fee / account holder | $32 | $711-95.5% | $10,799-99.7% | $626-94.9% |