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 SERVICES2 years Filed as: JULY BUSINESS SERVICES, INC Service code 15 · EIN 74-2715820 400 AUSTIN AVENUE, STE. 1200 · WACO, TX 76701 | Recordkeeping | $25,347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,351 | $54,573-37.1% | $90,951-62.2% | $73,488-53.3% |
| Participation rate | 44.8% | 61.2%-16.3pp | 69.0%-24.2pp | 70.7%-25.9pp |
| Annual return | 15.98% | 16.69%-0.7pp | 134.60%-118.6pp | 28.51%-12.5pp |
| Employer contribution / active EE | $0 | $991-100.0% | $2,122-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,747 | $2,517+9.1% | $3,373-18.6% | $3,740-26.5% |
| Admin fee / account holder | $246 | $521-52.8% | $5,959-95.9% | $513-52.0% |