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 Filed as: DUBUQUE BANK AND TRUST COMPANY Service code 15 · EIN 42-0223620 | Recordkeeping | $39,425 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $50 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,018 | $73,004-6.8% | $90,749-25.0% | $68,494-0.7% |
| Participation rate | 72.7% | 70.8%+1.9pp | 75.7%-3.0pp | 67.9%+4.8pp |
| Annual return | -16.94% | -13.81%-3.1pp | -12.16%-4.8pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,496 | $3,627-31.2% | $4,564-45.3% | $4,027-38.0% |
| Admin fee / account holder | $365 | $5,896-93.8% | $8,445-95.7% | $5,403-93.2% |