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 MANAGEMENT3+ years Service code 26 1800 WEST PARK DRIVE, SUITE 150 · WESTBOROUGH, MS 01581 | Advisory (Participants) | $35,156 |
JULY BUSINESS SERVICES3+ years Filed as: JULY BUSINESS SERVICES, LLC Service code 15 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $20,840 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,303 | $95,274-45.1% | $135,903-61.5% | $74,419-29.7% |
| Participation rate | 75.0% | 78.2%-3.2pp | 81.9%-6.9pp | 70.7%+4.3pp |
| Annual return | 25.62% | 32.77%-7.1pp | 68.23%-42.6pp | 34.38%-8.8pp |
| Employer contribution / active EE | $2,801 | $3,874-27.7% | $4,856-42.3% | $2,637+6.2% |
| Participant deferral / active EE | $5,846 | $7,782-24.9% | $7,758-24.6% | $4,528+29.1% |
| Admin fee / account holder | $253 | $266-4.7% | $10,762-97.6% | $348-27.1% |