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 COMPANY4 years Service code 15 · EIN 42-0223620 | Recordkeeping | $41,712 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,245 | $61,272+27.7% | $149,673-47.7% | $71,457+9.5% |
| Participation rate | 59.2% | 62.5%-3.3pp | 78.8%-19.6pp | 67.9%-8.7pp |
| Annual return | 14.73% | 35.85%-21.1pp | 134.42%-119.7pp | 28.85%-14.1pp |
| Employer contribution / active EE | $2,123 | $2,378-10.8% | $4,818-55.9% | $2,588-18.0% |
| Participant deferral / active EE | $4,388 | $2,917+50.4% | $5,680-22.8% | $4,289+2.3% |
| Admin fee / account holder | $342 | $1,261-72.9% | $13,210-97.4% | $1,587-78.5% |