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 | Contract Administrator | $7,803 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $12,870 | $55,453-76.8% | $170,442-92.4% | $62,292-79.3% |
| Participation rate | 76.6% | 66.4%+10.3pp | 83.6%-7.0pp | 69.5%+7.1pp |
| Annual return | 24.42% | 21.38%+3.0pp | 205.93%-181.5pp | 28.90%-4.5pp |
| Employer contribution / active EE | $832 | $2,164-61.5% | $5,433-84.7% | $2,042-59.2% |
| Participant deferral / active EE | $1,481 | $2,303-35.7% | $4,939-70.0% | $3,169-53.3% |
| Admin fee / account holder | $122 | $455-73.2% | $13,880-99.1% | $479-74.6% |