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 & TRUST Service code 21 · EIN 42-0223620 | Bank Trustee | $49,846 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,884 | $63,299-37.0% | $91,001-56.2% | $62,292-36.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 18.96% | 20.99%-2.0pp | 4.60%+14.4pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,829 | $1,807+1.2% | $2,456-25.5% | $2,042-10.4% |
| Participant deferral / active EE | $2,915 | $2,943-0.9% | $3,547-17.8% | $3,169-8.0% |
| Admin fee / account holder | $246 | $468-47.5% | $5,417-95.5% | $479-48.8% |