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 COMPANY10+ years Filed as: DUBUQUE BANK AND TRUST COMPANY Service code 21 1398 CENTRAL AVE, P.O. BOX 747 · DUBUQUE, IA 520040747 | Bank Trustee | $58,571 |
JULY BUSINESS SERVICES1 year Filed as: JULY BUSINESS SERVICES LLC Service code 15 · EIN 74-2715820 P.O. BOX 2208 · WACO, TX 76703 | Recordkeeping | $24,044 |
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 | $164,614 | $86,929+89.4% | $102,423+60.7% | $80,856+103.6% |
| Participation rate | 81.1% | 72.4%+8.7pp | 76.5%+4.6pp | 67.6%+13.4pp |
| Annual return | 12.19% | 18.88%-6.7pp | 29.32%-17.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $2,261 | $2,369-4.6% | $3,023-25.2% | $2,755-17.9% |
| Participant deferral / active EE | $7,196 | $4,118+74.7% | $5,053+42.4% | $4,296+67.5% |
| Admin fee / account holder | $765 | $8,049-90.5% | $9,451-91.9% | $6,918-88.9% |