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 SERVICES8+ years Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $49,485 |
Filed as: ASSETMARK, INC. Service code 27 1655 GRANT STREET, 10TH FLOOR · CONCORD, CA 94520 | Advisory (Plan) | $21,349 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,480 | $86,897+34.0% | $151,611-23.2% | $64,808+79.7% |
| Participation rate | 89.8% | 87.3%+2.6pp | 87.5%+2.3pp | 71.5%+18.4pp |
| Annual return | -11.55% | -3.57%-8.0pp | 3.33%-14.9pp | 32.82%-44.4pp |
| Employer contribution / active EE | $2,628 | $4,010-34.5% | $6,166-57.4% | $2,506+4.9% |
| Participant deferral / active EE | $5,228 | $6,690-21.9% | $8,363-37.5% | $4,310+21.3% |
| Admin fee / account holder | $177 | $153+15.8% | $11,616-98.5% | $188-5.7% |