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 10-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 | $2,941 |
LPL FINANCIAL4 years Service code 26 3101 N CENTRAL AVE · PHOENIX, AZ 85012 | Advisory (Participants) | $0 |
SUNWEST PENSIONS4 years Service code 13 · EIN 86-0922116 P.O. BOX 7850 · TEMPE, AZ 85281 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,554 | $58,264-23.5% | $86,612-48.6% | $71,457-37.6% |
| Participation rate | 56.6% | 65.0%-8.4pp | 71.7%-15.1pp | 67.9%-11.3pp |
| Annual return | 19.88% | 21.63%-1.7pp | 591.07%-571.2pp | 28.85%-9.0pp |
| Employer contribution / active EE | $1,386 | $2,574-46.1% | $3,022-54.1% | $2,588-46.4% |
| Participant deferral / active EE | $2,544 | $3,436-26.0% | $4,438-42.7% | $4,289-40.7% |
| Admin fee / account holder | $4 | $1,057-99.6% | $5,614-99.9% | $1,587-99.7% |