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 SERVICES4+ years Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $53,235 |
COKER, WOMMACK & COMPANY, P.C.4+ years Service code 10 · EIN 74-2323205 | Accounting | $6,527 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $86,088 | $80,005+7.6% | $140,016-38.5% | $55,725+54.5% |
| Participation rate | 96.1% | 87.0%+9.1pp | 87.5%+8.6pp | 70.9%+25.2pp |
| Annual return | -6.54% | 0.46%-7.0pp | 651.12%-657.7pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,498 | $3,403-56.0% | $5,606-73.3% | $2,078-27.9% |
| Participant deferral / active EE | $4,362 | $5,264-17.1% | $6,927-37.0% | $3,356+30.0% |
| Admin fee / account holder | $138 | $116+19.7% | $10,705-98.7% | $115+20.2% |