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 3-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 | $14,330 |
Filed as: BELPOINTE ASSET MANAGEMENT, LLC Service code 26 125 GREENWICH AVE 3RD FLOOR · GREENWICH, CO 06830 | Advisory (Participants) | $5,391 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $30,492 | $89,248-65.8% | $136,007-77.6% | $74,495-59.1% |
| Participation rate | 32.9% | 69.4%-36.5pp | 76.5%-43.6pp | 67.2%-34.3pp |
| Annual return | 19.43% | 22.76%-3.3pp | 579.32%-559.9pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $1,174 | $2,838-58.6% | $4,217-72.2% | $2,623-55.2% |
| Participant deferral / active EE | $1,674 | $4,598-63.6% | $7,025-76.2% | $4,346-61.5% |
| Admin fee / account holder | $205 | $1,545-86.7% | $6,858-97.0% | $1,942-89.5% |