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 SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $2,428 |
EXTRACO BANKS3 years Service code 27 1700 NORTH VALLEY MILLS DRIVE · WACO, TX 76710 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,669 | $54,701+29.2% | $86,188-18.0% | $71,457-1.1% |
| Participation rate | 35.3% | 60.1%-24.8pp | 69.0%-33.7pp | 67.9%-32.6pp |
| Annual return | 17.06% | 20.06%-3.0pp | 1168.45%-1151.4pp | 28.85%-11.8pp |
| Employer contribution / active EE | $569 | $1,265-55.0% | $2,380-76.1% | $2,588-78.0% |
| Participant deferral / active EE | $1,625 | $3,108-47.7% | $3,985-59.2% | $4,289-62.1% |
| Admin fee / account holder | $45 | $1,922-97.7% | $6,852-99.3% | $1,587-97.2% |