See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES6+ years Service code 13 · EIN 74-2715820 | Contract Administrator | $8,531 |
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 | $24,638 | $91,190-73.0% | $178,490-86.2% | $79,858-69.1% |
| Participation rate | 72.7% | 69.2%+3.5pp | 81.9%-9.2pp | 69.6%+3.1pp |
| Annual return | 12.55% | 24.19%-11.6pp | 151.07%-138.5pp | 31.71%-19.2pp |
| Employer contribution / active EE | $1,152 | $3,256-64.6% | $5,011-77.0% | $2,471-53.4% |
| Participant deferral / active EE | $1,979 | $3,236-38.8% | $5,202-61.9% | $3,740-47.1% |
| Admin fee / account holder | $309 | $6,751-95.4% | $13,984-97.8% | $5,306-94.2% |