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 COMPANY2 years Service code 15 · EIN 42-0223620 | Recordkeeping | $22,504 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,879 | $58,879-64.5% | $178,490-88.3% | $73,488-71.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 8.34% | 24.86%-16.5pp | 151.07%-142.7pp | 28.51%-20.2pp |
| Employer contribution / active EE | $2,210 | $2,236-1.2% | $5,011-55.9% | $2,270-2.7% |
| Participant deferral / active EE | $4,044 | $2,567+57.5% | $5,202-22.2% | $3,740+8.2% |
| Admin fee / account holder | $174 | $400-56.5% | $13,984-98.8% | $513-66.0% |