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 SERVICES6+ years Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $56,141 |
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 | $112,639 | $111,608+0.9% | $177,821-36.7% | $73,409+53.4% |
| Participation rate | 97.5% | 87.9%+9.6pp | 87.7%+9.8pp | 72.2%+25.3pp |
| Annual return | 8.26% | 18.23%-10.0pp | 48.32%-40.1pp | 59.29%-51.0pp |
| Employer contribution / active EE | $2,802 | $3,796-26.2% | $5,918-52.6% | $2,234+25.5% |
| Participant deferral / active EE | $5,427 | $6,199-12.4% | $7,714-29.6% | $3,805+42.6% |
| Admin fee / account holder | $137 | $166-17.3% | $12,427-98.9% | $158-13.3% |