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 COMPANY6+ years Filed as: DUBUQUE BANK & TRUST Service code 21 · EIN 42-0223620 | Bank Trustee | $27,048 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $57,759 | $70,908-18.5% | $98,907-41.6% | $73,488-21.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 11.65% | 34.17%-22.5pp | 196.43%-184.8pp | 28.51%-16.9pp |
| Employer contribution / active EE | $2,143 | $2,036+5.2% | $2,689-20.3% | $2,270-5.6% |
| Participant deferral / active EE | $3,716 | $3,500+6.2% | $4,244-12.5% | $3,740-0.6% |
| Admin fee / account holder | $140 | $535-73.8% | $6,642-97.9% | $513-72.7% |