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 SERVICES5 years Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $40,824 |
Filed as: LASALLE ST SECURITIES, LLC Service code 27 3304 SOUTH BROADWAY · TYLER, TX 75701 | Advisory (Plan) | $35,373 |
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 | $56,025 | $58,879-4.8% | $178,490-68.6% | $73,488-23.8% |
| Participation rate | 95.0% | 66.2%+28.8pp | 81.9%+13.1pp | 70.7%+24.3pp |
| Annual return | 11.56% | 24.86%-13.3pp | 151.07%-139.5pp | 28.51%-17.0pp |
| Employer contribution / active EE | $2,225 | $2,236-0.5% | $5,011-55.6% | $2,270-2.0% |
| Participant deferral / active EE | $3,824 | $2,567+48.9% | $5,202-26.5% | $3,740+2.3% |
| Admin fee / account holder | $391 | $400-2.4% | $13,984-97.2% | $513-23.8% |