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 8-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 COMPANY2 years Service code 15 · EIN 42-0223620 | Recordkeeping | $45,806 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,566 | $65,390-67.0% | $169,368-87.3% | $71,457-69.8% |
| Participation rate | 97.8% | 67.0%+30.8pp | 77.1%+20.7pp | 67.9%+29.9pp |
| Annual return | 20.24% | 21.31%-1.1pp | 405.60%-385.4pp | 28.85%-8.6pp |
| Employer contribution / active EE | $1,886 | $2,079-9.3% | $4,013-53.0% | $2,588-27.1% |
| Participant deferral / active EE | $4,347 | $4,367-0.5% | $6,221-30.1% | $4,289+1.4% |
| Admin fee / account holder | $176 | $1,324-86.7% | $9,003-98.0% | $1,587-88.9% |