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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.
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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 |
|---|---|---|
JULY BUSINESS SERVICES1 year Service code 15 · EIN 74-2715820 | Recordkeeping | $68,222 |
DUBUQUE BANK & TRUST COMPANY10+ years Service code 15 · EIN 42-0223620 1398 CENTRAL AVENUE · DUBUQUE, IA 520040747 | Recordkeeping | $44,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,747 | $36,806+37.9% | $69,647-27.1% | $77,643-34.6% |
| Participation rate | 43.3% | 64.4%-21.0pp | 66.5%-23.1pp | 70.6%-27.2pp |
| Annual return | 16.40% | 38.81%-22.4pp | 100.48%-84.1pp | 31.24%-14.8pp |
| Employer contribution / active EE | $551 | $1,257-56.1% | $1,712-67.8% | $2,726-79.8% |
| Participant deferral / active EE | $1,814 | $2,738-33.7% | $2,886-37.1% | $4,647-61.0% |
| Admin fee / account holder | $270 | $507-46.7% | $4,713-94.3% | $430-37.2% |