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 COMPANY3 years Service code 15 · EIN 42-0223620 | Recordkeeping | $29,660 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,090 | $61,156-52.4% | $185,823-84.3% | $79,386-63.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 36.79% | 19.45%+17.3pp | 122.05%-85.3pp | 116.85%-80.1pp |
| Employer contribution / active EE | $2,243 | $2,321-3.3% | $5,167-56.6% | $2,427-7.6% |
| Participant deferral / active EE | $4,223 | $2,789+51.4% | $5,568-24.2% | $4,046+4.4% |
| Admin fee / account holder | $200 | $710-71.8% | $16,237-98.8% | $626-68.1% |