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 |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY2 years Service code 15 · EIN 42-0223620 | Recordkeeping | $37,689 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,249 | $61,156+42.7% | $185,823-53.0% | $79,386+9.9% |
| Participation rate | 57.7% | 66.6%-8.9pp | 81.7%-24.0pp | 70.7%-13.0pp |
| Annual return | 14.80% | 19.45%-4.7pp | 122.05%-107.3pp | 116.85%-102.1pp |
| Employer contribution / active EE | $1,864 | $2,321-19.7% | $5,167-63.9% | $2,427-23.2% |
| Participant deferral / active EE | $4,201 | $2,789+50.6% | $5,568-24.5% | $4,046+3.8% |
| Admin fee / account holder | $238 | $710-66.4% | $16,237-98.5% | $626-62.0% |