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 SERVICES1+ years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $7,765 |
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 | $12,561 | $33,120-62.1% | $40,757-69.2% | $59,632-78.9% |
| Participation rate | 87.5% | 70.7%+16.8pp | 79.3%+8.2pp | 68.7%+18.8pp |
| Annual return | -0.53% | 1.43%-2.0pp | -0.50%0pp | 2041.28%-2041.8pp |
| Employer contribution / active EE | $1,219 | $2,119-42.5% | $3,004-59.4% | $2,203-44.6% |
| Participant deferral / active EE | $977 | $2,513-61.1% | $3,485-72.0% | $3,192-69.4% |
| Admin fee / account holder | $110 | $2,449-95.5% | $4,272-97.4% | $4,297-97.5% |