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 COMPANY7 years Service code 21 · EIN 42-0223620 | Bank Trustee | $34,609 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $21,493 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,670 | $49,915-18.5% | $154,803-73.7% | $74,304-45.3% |
| Participation rate | 100.0% | 54.0%+46.0pp | 78.1%+21.9pp | 60.3%+39.7pp |
| Annual return | 10.92% | 34.06%-23.1pp | 58.88%-48.0pp | 29.43%-18.5pp |
| Employer contribution / active EE | $2,444 | $1,611+51.7% | $4,305-43.2% | $2,241+9.0% |
| Participant deferral / active EE | $4,567 | $2,255+102.6% | $5,540-17.6% | $3,767+21.2% |
| Admin fee / account holder | $295 | $2,189-86.5% | $14,329-97.9% | $2,969-90.1% |