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 |
|---|---|---|
RETIRE AMERICA8 years Service code 26 14726 RAMONA AVE · CHINO, CA 91710 | Advisory (Participants) | $26,411 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $4,238 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,095 | $91,407+59.8% | $135,903+7.5% | $71,457+104.5% |
| Participation rate | 87.9% | 75.7%+12.3pp | 81.9%+6.0pp | 67.9%+20.0pp |
| Annual return | 21.66% | 29.90%-8.2pp | 68.23%-46.6pp | 28.85%-7.2pp |
| Employer contribution / active EE | $2,999 | $3,703-19.0% | $4,856-38.2% | $2,588+15.9% |
| Participant deferral / active EE | $9,203 | $7,092+29.8% | $7,758+18.6% | $4,289+114.6% |
| Admin fee / account holder | $369 | $1,266-70.8% | $10,762-96.6% | $1,587-76.7% |