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, INC Service code 13 · EIN 74-2715820 400 AUSTIN AVENUE , STE 1200 · WACO, TX 76701 | Contract Administrator | $9,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,574 | $52,639-79.9% | $185,117-94.3% | $62,292-83.0% |
| Participation rate | 47.4% | 63.9%-16.5pp | 77.3%-29.9pp | 69.5%-22.1pp |
| Annual return | 19.90% | 19.57%+0.3pp | 40.50%-20.6pp | 28.90%-9.0pp |
| Employer contribution / active EE | $1,175 | $1,483-20.8% | $4,182-71.9% | $2,042-42.5% |
| Participant deferral / active EE | $1,769 | $3,097-42.9% | $5,045-64.9% | $3,169-44.2% |
| Admin fee / account holder | $147 | $374-60.6% | $8,159-98.2% | $479-69.3% |