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 SERVICES7 years Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE · WACO, TX 76701 | Contract Administrator | $58,667 |
Filed as: LASALLE ST SECURITIES, LLC Service code 27 3304 SOUTH BROADWAY · TYLER, TX 75701 | Advisory (Plan) | $41,298 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,570 | $65,061-10.0% | $143,757-59.3% | $66,914-12.5% |
| Participation rate | 93.3% | 65.2%+28.1pp | 80.3%+13.0pp | 69.8%+23.5pp |
| Annual return | -15.65% | -11.14%-4.5pp | -0.04%-15.6pp | 1.58%-17.2pp |
| Employer contribution / active EE | $2,427 | $2,361+2.8% | $4,951-51.0% | $2,544-4.6% |
| Participant deferral / active EE | $4,422 | $2,919+51.5% | $5,637-21.6% | $4,237+4.4% |
| Admin fee / account holder | $552 | $502+10.0% | $14,673-96.2% | $593-6.9% |