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 AMERICA9 years Service code 26 14726 RAMONA AVE · CHINO, CA 91710 | Advisory (Participants) | $53,236 |
JULY BUSINESS SERVICES2 years Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $4,680 |
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 | $165,799 | $101,317+63.6% | $146,958+12.8% | $74,495+122.6% |
| Participation rate | 87.7% | 75.5%+12.2pp | 82.2%+5.5pp | 67.2%+20.5pp |
| Annual return | 18.47% | 8730.91%-8712.4pp | 418.34%-399.9pp | 1364.94%-1346.5pp |
| Employer contribution / active EE | $2,860 | $3,810-24.9% | $4,933-42.0% | $2,623+9.0% |
| Participant deferral / active EE | $8,424 | $7,303+15.3% | $8,070+4.4% | $4,346+93.8% |
| Admin fee / account holder | $356 | $1,739-79.5% | $12,998-97.3% | $1,942-81.7% |