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 SERVICES9+ years Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $39,944 |
EXTRACO BANKS1 year Filed as: EXTRACO WEALTH & TRUST Service code 27 P O BOX 6101 · TEMPLE, TX 765036101 | Advisory (Plan) | $25,395 |
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 | $154,524 | $100,227+54.2% | $169,993-9.1% | $74,419+107.6% |
| Participation rate | 72.5% | 87.3%-14.8pp | 87.0%-14.5pp | 70.7%+1.8pp |
| Annual return | 14.99% | 66.08%-51.1pp | 53.37%-38.4pp | 34.38%-19.4pp |
| Employer contribution / active EE | $2,576 | $4,263-39.6% | $6,785-62.0% | $2,637-2.3% |
| Participant deferral / active EE | $4,979 | $7,143-30.3% | $10,408-52.2% | $4,528+10.0% |
| Admin fee / account holder | $283 | $234+20.8% | $12,815-97.8% | $348-18.6% |