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 SERVICES6+ years Service code 15 · EIN 74-2715820 | Recordkeeping | $8,670 |
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 | $76,001 | $91,407-16.9% | $135,903-44.1% | $71,457+6.4% |
| Participation rate | 62.2% | 75.7%-13.4pp | 81.9%-19.7pp | 67.9%-5.7pp |
| Annual return | 17.94% | 29.90%-12.0pp | 68.23%-50.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,476 | $3,703-60.2% | $4,856-69.6% | $2,588-43.0% |
| Participant deferral / active EE | $4,333 | $7,092-38.9% | $7,758-44.1% | $4,289+1.0% |
| Admin fee / account holder | $43 | $1,266-96.6% | $10,762-99.6% | $1,587-97.3% |