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 SERVICES3 years Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $49,515 |
Filed as: LASALLE ST SECURITIES, LLC Service code 27 3304 SOUTH BROADWAY · TYLER, TX 75701 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,539 | $47,977-28.0% | $154,107-77.6% | $56,287-38.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.84% | 3.54%-9.4pp | 735.12%-741.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,916 | $2,169-11.6% | $5,298-63.8% | $2,111-9.2% |
| Participant deferral / active EE | $3,338 | $2,392+39.6% | $5,081-34.3% | $3,350-0.3% |
| Admin fee / account holder | $333 | $438-24.0% | $13,411-97.5% | $521-36.1% |