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 | $103,024+46.3% | $112,040+34.6% | $79,634+89.3% |
| Participation rate | 98.2% | 80.6%+17.6pp | 76.5%+21.7pp | 62.5%+35.7pp |
| Annual return | 6.37% | 17.60%-11.2pp | 24.52%-18.1pp | 36.46%-30.1pp |
| Employer contribution / active EE | $7,450 | $3,015+147.1% | $2,954+152.2% | $2,529+194.6% |
| Participant deferral / active EE | $0 | $5,233-100.0% | $5,098-100.0% | $3,835-100.0% |
| Admin fee / account holder | $1,070 | $465+130.1% | $12,098-91.2% | $1,002+6.8% |