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 7-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 SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $761,641 |
DA DAVIDSON & CO7+ years Filed as: D.A. DAVIDSON & CO. Service code 19 110 SOUTH REGENT ST. · SALT LAKE CITY, UT 84111 | Securities Custodian | $0 |
JONES SIMKINS LLC6 years Service code 10 · EIN 46-1592906 | Accounting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,768 | $98,727+52.7% | $113,168+33.2% | $85,563+76.2% |
| Participation rate | 98.2% | 80.8%+17.4pp | 76.6%+21.6pp | 66.0%+32.2pp |
| Annual return | 6.37% | 17.43%-11.1pp | 24.27%-17.9pp | 31.51%-25.1pp |
| Employer contribution / active EE | $7,450 | $2,907+156.3% | $2,975+150.4% | $2,654+180.8% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $1,070 | $357+200.0% | $12,068-91.1% | $834+28.3% |