See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 20-1591048 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $24,364 |
STRATEGIC ADVISORS, INC.2 years Filed as: STRATEGIC RETIREMENT PARTNERS Service code 27 1250 S. CAPITAL OF TEXAS HWY., BUIL · AUSTIN, TX 78746 | Advisory (Plan) | $17,390 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,944 | $79,171-10.4% | $102,423-30.7% | $74,495-4.8% |
| Participation rate | 99.2% | 74.8%+24.4pp | 76.5%+22.7pp | 67.2%+32.0pp |
| Annual return | 15.90% | 54.93%-39.0pp | 29.32%-13.4pp | 1364.94%-1349.0pp |
| Employer contribution / active EE | $5,025 | $2,362+112.7% | $3,023+66.2% | $2,623+91.6% |
| Participant deferral / active EE | $3,883 | $4,415-12.0% | $5,053-23.1% | $4,346-10.6% |
| Admin fee / account holder | $125 | $2,001-93.7% | $9,451-98.7% | $1,942-93.6% |