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 10-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 Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $66,499 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,606 | $36,806+42.9% | $69,647-24.5% | $77,643-32.2% |
| Participation rate | 50.2% | 64.4%-14.2pp | 66.5%-16.2pp | 70.6%-20.4pp |
| Annual return | 16.78% | 38.81%-22.0pp | 100.48%-83.7pp | 31.24%-14.5pp |
| Employer contribution / active EE | $2,170 | $1,257+72.6% | $1,712+26.7% | $2,726-20.4% |
| Participant deferral / active EE | $4,372 | $2,738+59.7% | $2,886+51.5% | $4,647-5.9% |
| Admin fee / account holder | $146 | $507-71.3% | $4,713-96.9% | $430-66.2% |