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 SERVICES7+ years Filed as: JULY BUSINESS SERVICES, INC. Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $17,254 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,039 | $68,073-67.6% | $76,080-71.0% | $85,850-74.3% |
| Participation rate | 96.8% | 72.5%+24.3pp | 79.4%+17.3pp | 69.3%+27.5pp |
| Annual return | 15.83% | 19.42%-3.6pp | 42.50%-26.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $2,185 | $3,209-31.9% | $3,962-44.9% | $2,565-14.8% |
| Participant deferral / active EE | $1,762 | $3,799-53.6% | $4,905-64.1% | $3,952-55.4% |
| Admin fee / account holder | $144 | $3,422-95.8% | $4,883-97.0% | $6,260-97.7% |