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 SERVICES4 years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $37,760 |
CRESTA ADVISORS4 years Service code 26 2019 E. DEL MAR BLVD. SUITE 100 · LAREDO, TX 78041 | Advisory (Participants) | $26,257 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,250 | $101,499-68.2% | $147,005-78.1% | $74,546-56.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.53% | 8732.34%-8716.8pp | 418.76%-403.2pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $1,994 | $3,811-47.7% | $4,934-59.6% | $2,624-24.0% |
| Participant deferral / active EE | $1,689 | $7,304-76.9% | $8,070-79.1% | $4,347-61.2% |
| Admin fee / account holder | $344 | $1,748-80.3% | $13,006-97.4% | $1,944-82.3% |