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 COMPANY4 years Service code 15 · EIN 42-0223620 | Recordkeeping | $39,717 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,314 | $65,061-58.0% | $143,757-81.0% | $66,914-59.2% |
| Participation rate | 97.5% | 65.2%+32.3pp | 80.3%+17.2pp | 69.8%+27.7pp |
| Annual return | -8.32% | -11.14%+2.8pp | -0.04%-8.3pp | 1.58%-9.9pp |
| Employer contribution / active EE | $2,353 | $2,361-0.3% | $4,951-52.5% | $2,544-7.5% |
| Participant deferral / active EE | $4,902 | $2,919+67.9% | $5,637-13.0% | $4,237+15.7% |
| Admin fee / account holder | $262 | $502-47.8% | $14,673-98.2% | $593-55.8% |