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 COMPANY6 years Service code 15 · EIN 42-0223620 | Recordkeeping | $45,079 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,582 | $55,415-39.4% | $155,509-78.4% | $74,495-54.9% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 21.34% | 268.50%-247.2pp | 64.67%-43.3pp | 1364.94%-1343.6pp |
| Employer contribution / active EE | $2,313 | $2,267+2.0% | $4,672-50.5% | $2,623-11.8% |
| Participant deferral / active EE | $4,201 | $2,836+48.1% | $5,626-25.3% | $4,346-3.3% |
| Admin fee / account holder | $239 | $1,738-86.3% | $15,912-98.5% | $1,942-87.7% |