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 COMPANY6 years Filed as: DUBUQUE BANK & TRUST Service code 15 · EIN 42-0223620 | Recordkeeping | $59,924 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 13 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Contract Administrator | $36,042 |
EIDE BAILLY LLP2 years Service code 10 · EIN 39-0974031 | Accounting | $11,550 |
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 | $146,976 | $88,087+66.9% | $164,866-10.9% | $74,546+97.2% |
| Participation rate | 76.7% | 73.1%+3.6pp | 78.6%-1.9pp | 67.2%+9.5pp |
| Annual return | 15.58% | 17.27%-1.7pp | 69.97%-54.4pp | 1366.03%-1350.5pp |
| Employer contribution / active EE | $2,849 | $2,595+9.8% | $4,343-34.4% | $2,624+8.5% |
| Participant deferral / active EE | $4,261 | $4,499-5.3% | $6,033-29.4% | $4,347-2.0% |
| Admin fee / account holder | $475 | $2,232-78.7% | $12,689-96.3% | $1,944-75.6% |