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 CO. Service code 15 · EIN 42-0223620 | Recordkeeping | $75,004 |
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 | $62,952 | $52,293+20.4% | $178,490-64.7% | $73,409-14.2% |
| Participation rate | 69.5% | 65.3%+4.2pp | 81.9%-12.4pp | 72.2%-2.7pp |
| Annual return | 16.93% | 34.75%-17.8pp | 151.07%-134.1pp | 59.29%-42.4pp |
| Employer contribution / active EE | $1,585 | $1,735-8.7% | $5,011-68.4% | $2,234-29.0% |
| Participant deferral / active EE | $4,139 | $2,332+77.5% | $5,202-20.4% | $3,805+8.8% |
| Admin fee / account holder | $237 | $127+86.0% | $13,984-98.3% | $158+50.0% |