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 COMPANY5+ years Filed as: DUBUQUE BANK & TRUST Service code 21 · EIN 42-0223620 | Bank Trustee | $40,924 |
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 | $48,682 | $66,310-26.6% | $93,606-48.0% | $65,185-25.3% |
| Participation rate | 99.4% | 74.0%+25.4pp | 75.8%+23.5pp | 70.2%+29.2pp |
| Annual return | 22.83% | 42.58%-19.8pp | 32.76%-9.9pp | 29.38%-6.6pp |
| Employer contribution / active EE | $1,941 | $2,012-3.5% | $2,718-28.6% | $2,177-10.8% |
| Participant deferral / active EE | $3,509 | $3,342+5.0% | $4,069-13.8% | $3,514-0.1% |
| Admin fee / account holder | $199 | $6,897-97.1% | $7,888-97.5% | $847-76.5% |