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 7-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 SERVICES1 year Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 | Recordkeeping | $12,366 |
Service code 26 · EIN 20-0274463 | Advisory (Participants) | $10,926 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,497 | $99,957-77.5% | $149,696-85.0% | $73,488-69.4% |
| Participation rate | 63.3% | 75.7%-12.4pp | 82.5%-19.2pp | 70.7%-7.4pp |
| Annual return | 18.06% | 53.87%-35.8pp | 276.60%-258.5pp | 28.51%-10.4pp |
| Employer contribution / active EE | $1,113 | $3,191-65.1% | $4,644-76.0% | $2,270-51.0% |
| Participant deferral / active EE | $2,728 | $6,073-55.1% | $6,842-60.1% | $3,740-27.1% |
| Admin fee / account holder | $206 | $551-62.6% | $9,309-97.8% | $513-59.8% |