See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY7+ years Filed as: DUBUQUE BANK & TRUST CO. Service code 15 · EIN 42-0223620 | Recordkeeping | $85,727 |
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 | $74,438 | $56,485+31.8% | $185,823-59.9% | $86,799-14.2% |
| Participation rate | 65.8% | 65.5%+0.3pp | 81.7%-15.9pp | 72.3%-6.5pp |
| Annual return | 15.84% | 118.04%-102.2pp | 122.05%-106.2pp | 97.91%-82.1pp |
| Employer contribution / active EE | $1,681 | $1,843-8.8% | $5,167-67.5% | $2,405-30.1% |
| Participant deferral / active EE | $4,300 | $2,553+68.4% | $5,568-22.8% | $4,131+4.1% |
| Admin fee / account holder | $266 | $150+78.0% | $16,237-98.4% | $170+57.0% |