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 4-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 |
|---|---|---|
CCR WEALTH MANAGEMENT2+ years Service code 26 1800 WEST PARK DRIVE, SUITE 150 · WESTBOROUGH, MS 01581 | Advisory (Participants) | $27,700 |
JULY BUSINESS SERVICES2+ years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $19,138 |
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 | $44,018 | $84,487-47.9% | $125,339-64.9% | $66,914-34.2% |
| Participation rate | 78.9% | 76.4%+2.5pp | 82.4%-3.5pp | 69.8%+9.1pp |
| Annual return | -16.30% | -8.39%-7.9pp | 572.05%-588.4pp | 1.58%-17.9pp |
| Employer contribution / active EE | $3,037 | $3,553-14.5% | $4,814-36.9% | $2,544+19.4% |
| Participant deferral / active EE | $6,355 | $6,781-6.3% | $7,446-14.7% | $4,237+50.0% |
| Admin fee / account holder | $234 | $685-65.8% | $10,010-97.7% | $593-60.5% |