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 COMPANY5 years Service code 15 · EIN 42-0223620 | Recordkeeping | $37,846 |
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 | $30,670 | $61,272-49.9% | $149,673-79.5% | $71,457-57.1% |
| Participation rate | 87.1% | 62.5%+24.5pp | 78.8%+8.3pp | 67.9%+19.1pp |
| Annual return | 2.10% | 35.85%-33.8pp | 134.42%-132.3pp | 28.85%-26.7pp |
| Employer contribution / active EE | $2,320 | $2,378-2.5% | $4,818-51.8% | $2,588-10.3% |
| Participant deferral / active EE | $4,082 | $2,917+39.9% | $5,680-28.1% | $4,289-4.8% |
| Admin fee / account holder | $234 | $1,261-81.5% | $13,210-98.2% | $1,587-85.3% |