See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY4 years Service code 15 · EIN 42-0223620 | Recordkeeping | $30,480 |
TOROSO INVESTMENTS6+ years Filed as: TOROSO INVESTMENT LLC Service code 27 · EIN 45-4779500 | Advisory (Plan) | $11,895 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,260 | $58,879-67.3% | $178,490-89.2% | $73,488-73.8% |
| Participation rate | 86.0% | 66.2%+19.7pp | 81.9%+4.0pp | 70.7%+15.3pp |
| Annual return | 15.62% | 24.86%-9.2pp | 151.07%-135.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $561 | $2,236-74.9% | $5,011-88.8% | $2,270-75.3% |
| Participant deferral / active EE | $1,313 | $2,567-48.9% | $5,202-74.8% | $3,740-64.9% |
| Admin fee / account holder | $151 | $400-62.3% | $13,984-98.9% | $513-70.6% |