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 Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $50,638 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,646 | $111,491+14.5% | $189,513-32.6% | $86,799+47.1% |
| Participation rate | 97.2% | 87.3%+9.9pp | 87.8%+9.4pp | 72.3%+24.9pp |
| Annual return | 13.27% | 83.50%-70.2pp | 555.15%-541.9pp | 97.91%-84.6pp |
| Employer contribution / active EE | $2,777 | $3,951-29.7% | $6,162-54.9% | $2,405+15.5% |
| Participant deferral / active EE | $5,448 | $6,437-15.4% | $8,221-33.7% | $4,131+31.9% |
| Admin fee / account holder | $121 | $189-36.1% | $12,045-99.0% | $170-28.9% |