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 15 · EIN 42-0223620 | Recordkeeping | $29,044 |
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 | $21,151 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,920 | $79,184-79.9% | $102,438-84.5% | $74,546-78.6% |
| Participation rate | 90.7% | 74.8%+15.9pp | 76.5%+14.2pp | 67.2%+23.5pp |
| Annual return | 18.24% | 54.95%-36.7pp | 29.37%-11.1pp | 1366.03%-1347.8pp |
| Employer contribution / active EE | $953 | $2,362-59.6% | $3,024-68.5% | $2,624-63.7% |
| Participant deferral / active EE | $2,432 | $4,414-44.9% | $5,054-51.9% | $4,347-44.1% |
| Admin fee / account holder | $177 | $2,001-91.1% | $9,448-98.1% | $1,944-90.9% |