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 COMPANY8+ years Filed as: DUBUQUE BANK & TRUST CO. Service code 15 · EIN 42-0223620 | Recordkeeping | $86,234 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,076 | $46,292+29.8% | $143,757-58.2% | $64,808-7.3% |
| Participation rate | 59.0% | 64.2%-5.3pp | 80.3%-21.4pp | 71.5%-12.5pp |
| Annual return | -17.71% | -10.05%-7.7pp | -0.04%-17.7pp | 32.82%-50.5pp |
| Employer contribution / active EE | $1,562 | $1,910-18.2% | $4,951-68.4% | $2,506-37.6% |
| Participant deferral / active EE | $3,799 | $2,646+43.6% | $5,637-32.6% | $4,310-11.9% |
| Admin fee / account holder | $270 | $154+75.8% | $14,673-98.2% | $188+43.9% |