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 COMPANY3 years Service code 15 · EIN 42-0223620 | Recordkeeping | $57,142 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,911 | $73,360-59.2% | $177,989-83.2% | $74,495-59.8% |
| Participation rate | 96.2% | 66.6%+29.6pp | 77.1%+19.2pp | 67.2%+29.0pp |
| Annual return | 15.17% | 17.49%-2.3pp | 294.48%-279.3pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $2,305 | $2,216+4.0% | $3,949-41.6% | $2,623-12.1% |
| Participant deferral / active EE | $5,744 | $4,513+27.3% | $6,276-8.5% | $4,346+32.2% |
| Admin fee / account holder | $231 | $1,808-87.2% | $10,363-97.8% | $1,942-88.1% |