See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $58,464 |
LPL FINANCIAL5 years Service code 26 3101 N CENTRAL AVE · PHOENIX, AZ 85012 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,376 | $60,323-11.5% | $81,812-34.8% | $74,495-28.3% |
| Participation rate | 55.4% | 62.9%-7.5pp | 72.3%-17.0pp | 67.2%-11.8pp |
| Annual return | 15.71% | 16.90%-1.2pp | 773.79%-758.1pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,585 | $2,620-39.5% | $2,912-45.6% | $2,623-39.6% |
| Participant deferral / active EE | $3,158 | $3,387-6.8% | $4,319-26.9% | $4,346-27.3% |
| Admin fee / account holder | $313 | $1,486-79.0% | $7,386-95.8% | $1,942-83.9% |