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 COMPANY2+ years Service code 15 · EIN 42-0223620 | Recordkeeping | $17,660 |
Filed as: REILLY, PENNER & BENTON, LLP Service code 50 1233 NORTH MAYFAIR ROAD · MILWAUKEE, WI 53226 | Direct Payment | $3,702 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,627 | $32,425-21.0% | $74,583-65.6% | $55,167-53.5% |
| Participation rate | 95.4% | 54.0%+41.4pp | 68.1%+27.3pp | 69.0%+26.4pp |
| Annual return | 9.02% | 10.63%-1.6pp | 20.47%-11.4pp | 169.23%-160.2pp |
| Employer contribution / active EE | $556 | $1,043-46.7% | $2,525-78.0% | $1,963-71.7% |
| Participant deferral / active EE | $1,613 | $1,995-19.1% | $3,458-53.4% | $3,054-47.2% |
| Admin fee / account holder | $218 | $748-70.9% | $4,138-94.7% | $504-56.7% |