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 COMPANY3+ years Service code 15 · EIN 42-0223620 | Recordkeeping | $52,263 |
REILLY, PENNER & BENTON LLP2 years Filed as: REILLY, PENNER & BENTON, LLP Service code 50 1233 NORTH MAYFAIR ROAD · MILWAUKEE, WI 53226 | Direct Payment | $1,200 |
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 | $28,234 | $36,767-23.2% | $81,478-65.3% | $62,292-54.7% |
| Participation rate | 95.0% | 54.4%+40.6pp | 68.0%+27.0pp | 69.5%+25.5pp |
| Annual return | 14.24% | 173.80%-159.6pp | 38.78%-24.5pp | 28.90%-14.7pp |
| Employer contribution / active EE | $892 | $1,128-21.0% | $2,568-65.3% | $2,042-56.3% |
| Participant deferral / active EE | $1,629 | $2,111-22.8% | $3,537-54.0% | $3,169-48.6% |
| Admin fee / account holder | $225 | $797-71.8% | $4,561-95.1% | $479-53.1% |