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 SERVICES5+ years Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $31,684 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,670 | $88,515+12.6% | $162,163-38.5% | $67,579+47.5% |
| Participation rate | 94.5% | 86.8%+7.7pp | 87.6%+6.9pp | 71.3%+23.2pp |
| Annual return | 16.91% | 27.04%-10.1pp | 115.59%-98.7pp | 378.56%-361.7pp |
| Employer contribution / active EE | $2,353 | $3,563-34.0% | $5,614-58.1% | $2,148+9.5% |
| Participant deferral / active EE | $4,725 | $5,724-17.4% | $7,298-35.3% | $3,539+33.5% |
| Admin fee / account holder | $73 | $124-40.8% | $10,843-99.3% | $142-48.6% |