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 COMPANY6 years Service code 26 · EIN 42-0223620 | Advisory (Participants) | $29,505 |
JULY BUSINESS SERVICES3 years Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $9,192 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,750 | $49,915+85.8% | $154,803-40.1% | $74,304+24.8% |
| Participation rate | 64.8% | 54.0%+10.8pp | 78.1%-13.3pp | 60.3%+4.4pp |
| Annual return | 14.43% | 34.06%-19.6pp | 58.88%-44.4pp | 29.43%-15.0pp |
| Employer contribution / active EE | $2,205 | $1,611+36.9% | $4,305-48.8% | $2,241-1.6% |
| Participant deferral / active EE | $4,734 | $2,255+110.0% | $5,540-14.6% | $3,767+25.7% |
| Admin fee / account holder | $474 | $2,189-78.4% | $14,329-96.7% | $2,969-84.0% |