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 Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $42,617 |
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 | $47,990 | $52,953-9.4% | $172,739-72.2% | $65,185-26.4% |
| Participation rate | 96.2% | 66.2%+30.0pp | 82.6%+13.5pp | 70.2%+26.0pp |
| Annual return | 18.54% | 30.12%-11.6pp | 802.84%-784.3pp | 29.38%-10.8pp |
| Employer contribution / active EE | $2,018 | $2,190-7.9% | $5,143-60.8% | $2,177-7.3% |
| Participant deferral / active EE | $3,504 | $2,471+41.8% | $5,198-32.6% | $3,514-0.3% |
| Admin fee / account holder | $362 | $472-23.4% | $13,954-97.4% | $847-57.3% |