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 |
|---|---|---|
NETWELLTH LLC4 years Service code 26 · EIN 83-2771153 2269 SOUTH UNIVERSITY DRIVE · DAVIE, FL 33324 | Advisory (Participants) | $24,013 |
JULY BUSINESS SERVICES4 years Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $18,752 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,686 | $49,451+0.5% | $79,550-37.5% | $66,914-25.7% |
| Participation rate | 60.4% | 61.3%-1.0pp | 69.5%-9.1pp | 69.8%-9.4pp |
| Annual return | -17.01% | 84.25%-101.3pp | 0.16%-17.2pp | 1.58%-18.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,878 | $3,159+22.8% | $3,985-2.7% | $4,237-8.5% |
| Admin fee / account holder | $522 | $595-12.3% | $6,832-92.4% | $593-12.1% |