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 7-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 SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $41,697 |
DUBUQUE BANK & TRUST COMPANY3 years Filed as: DUBUQUE BANK AND TRUST COMPANY Service code 15 · EIN 42-0223620 | Recordkeeping | $31,487 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,616 | $62,146-50.7% | $81,438-62.4% | $74,546-58.9% |
| Participation rate | 83.7% | 64.1%+19.7pp | 69.5%+14.2pp | 67.2%+16.5pp |
| Annual return | 11.66% | 16.49%-4.8pp | 24.74%-13.1pp | 1366.03%-1354.4pp |
| Employer contribution / active EE | $1,562 | $1,883-17.1% | $2,460-36.5% | $2,624-40.5% |
| Participant deferral / active EE | $4,540 | $3,229+40.6% | $3,883+16.9% | $4,347+4.4% |
| Admin fee / account holder | $396 | $1,922-79.4% | $5,764-93.1% | $1,944-79.6% |