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 |
|---|---|---|
Filed as: ASSETMARK Service code 27 1655 GRANT STREET, 10TH FL · CONCORD, CA 94520 | Advisory (Plan) | $69,215 |
JULY BUSINESS SERVICES10+ years Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $53,966 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $149,111 | $129,021+15.6% | $184,203-19.1% | $77,643+92.0% |
| Participation rate | 91.0% | 87.3%+3.7pp | 86.8%+4.2pp | 70.6%+20.4pp |
| Annual return | 11.99% | 33.27%-21.3pp | 28.81%-16.8pp | 31.24%-19.2pp |
| Employer contribution / active EE | $2,921 | $4,413-33.8% | $6,427-54.5% | $2,726+7.2% |
| Participant deferral / active EE | $5,605 | $7,297-23.2% | $9,131-38.6% | $4,647+20.6% |
| Admin fee / account holder | $307 | $254+21.0% | $13,901-97.8% | $430-28.6% |