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 SERVICES3+ years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $11,248 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,615 | $62,292-78.1% | $56,429-75.9% | $62,292-78.1% |
| Participation rate | 91.3% | 69.5%+21.7pp | 80.0%+11.2pp | 69.5%+21.7pp |
| Annual return | 22.13% | 28.90%-6.8pp | 19.04%+3.1pp | 28.90%-6.8pp |
| Employer contribution / active EE | $409 | $2,042-80.0% | $3,405-88.0% | $2,042-80.0% |
| Participant deferral / active EE | $954 | $3,169-69.9% | $3,951-75.9% | $3,169-69.9% |
| Admin fee / account holder | $121 | $479-74.8% | $4,466-97.3% | $479-74.8% |