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 COMPANY9+ years Filed as: DUBUQUE BANK & TRUST CO. Service code 15 · EIN 42-0223620 | Recordkeeping | $87,021 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,337 | $47,126+51.4% | $149,673-52.3% | $74,419-4.1% |
| Participation rate | 55.7% | 63.4%-7.7pp | 78.8%-23.1pp | 70.7%-15.0pp |
| Annual return | 18.72% | 22.75%-4.0pp | 134.42%-115.7pp | 34.38%-15.7pp |
| Employer contribution / active EE | $1,519 | $1,905-20.3% | $4,818-68.5% | $2,637-42.4% |
| Participant deferral / active EE | $3,526 | $2,728+29.3% | $5,680-37.9% | $4,528-22.1% |
| Admin fee / account holder | $272 | $343-20.6% | $13,210-97.9% | $348-21.8% |