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 COMPANY1+ years Filed as: DUBUQUE BANK & TRUST CO. Service code 15 · EIN 42-0223620 | Recordkeeping | $61,513 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,144 | $37,117+24.3% | $147,614-68.7% | $55,191-16.4% |
| Participation rate | 56.5% | 63.6%-7.1pp | 84.6%-28.2pp | 69.2%-12.7pp |
| Annual return | 1.12% | 3.44%-2.3pp | 61.98%-60.9pp | 10.78%-9.7pp |
| Employer contribution / active EE | $1,203 | $1,620-25.8% | $5,564-78.4% | $1,899-36.7% |
| Participant deferral / active EE | $2,837 | $1,985+42.9% | $4,895-42.0% | $3,046-6.9% |
| Admin fee / account holder | $271 | $86+216.7% | $11,611-97.7% | $91+198.5% |