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 SERVICES7+ years Service code 15 · EIN 74-2715820 | Recordkeeping | $14,483 |
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 | $89,844 | $101,317-11.3% | $146,958-38.9% | $74,495+20.6% |
| Participation rate | 67.3% | 75.5%-8.2pp | 82.2%-14.9pp | 67.2%+0.1pp |
| Annual return | 14.03% | 8730.91%-8716.9pp | 418.34%-404.3pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $1,690 | $3,810-55.7% | $4,933-65.7% | $2,623-35.6% |
| Participant deferral / active EE | $4,990 | $7,303-31.7% | $8,070-38.2% | $4,346+14.8% |
| Admin fee / account holder | $74 | $1,739-95.8% | $12,998-99.4% | $1,942-96.2% |