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 SERVICES5+ years Service code 15 · EIN 74-2715820 | Recordkeeping | $19,947 |
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 | $63,769 | $84,487-24.5% | $125,339-49.1% | $66,914-4.7% |
| Participation rate | 66.7% | 76.4%-9.7pp | 82.4%-15.7pp | 69.8%-3.1pp |
| Annual return | -18.06% | -8.39%-9.7pp | 572.05%-590.1pp | 1.58%-19.6pp |
| Employer contribution / active EE | $1,703 | $3,553-52.1% | $4,814-64.6% | $2,544-33.0% |
| Participant deferral / active EE | $5,278 | $6,781-22.2% | $7,446-29.1% | $4,237+24.6% |
| Admin fee / account holder | $37 | $685-94.5% | $10,010-99.6% | $593-93.7% |