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 COMPANY5+ years Filed as: DUBUQUE BANK & TRUST CO. Service code 15 · EIN 42-0223620 | Recordkeeping | $74,053 |
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 | $50,886 | $62,928-19.1% | $172,739-70.5% | $67,579-24.7% |
| Participation rate | 72.5% | 64.5%+8.0pp | 82.6%-10.2pp | 71.3%+1.2pp |
| Annual return | 23.61% | 30.36%-6.8pp | 802.84%-779.2pp | 378.56%-355.0pp |
| Employer contribution / active EE | $1,837 | $1,636+12.3% | $5,143-64.3% | $2,148-14.5% |
| Participant deferral / active EE | $4,099 | $2,145+91.1% | $5,198-21.1% | $3,539+15.8% |
| Admin fee / account holder | $234 | $167+40.5% | $13,954-98.3% | $142+64.5% |