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 Filed as: DUBUQUE BANK AND TRUST COMPANY Service code 15 · EIN 42-0223620 | Recordkeeping | $36,915 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,180 | $79,944+6.5% | $98,439-13.5% | $75,163+13.3% |
| Participation rate | 59.1% | 70.4%-11.3pp | 75.2%-16.1pp | 67.2%-8.1pp |
| Annual return | 16.02% | 19.75%-3.7pp | 21.16%-5.1pp | 160.62%-144.6pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,440 | $3,752-35.0% | $4,738-48.5% | $4,125-40.9% |
| Admin fee / account holder | $419 | $6,840-93.9% | $8,948-95.3% | $5,651-92.6% |