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 COMPANY8+ years Filed as: DUBUQUE BANK & TRUST Service code 15 · EIN 42-0223620 | Recordkeeping | $28,711 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $264 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,495 | $72,607-20.8% | $90,749-36.6% | $66,914-14.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 75.7%+24.3pp | 69.8%+30.2pp |
| Annual return | -12.90% | -12.28%-0.6pp | -12.16%-0.7pp | 1.58%-14.5pp |
| Employer contribution / active EE | $2,247 | $2,369-5.1% | $2,921-23.1% | $2,544-11.7% |
| Participant deferral / active EE | $3,911 | $3,977-1.7% | $4,564-14.3% | $4,237-7.7% |
| Admin fee / account holder | $150 | $707-78.8% | $8,445-98.2% | $593-74.7% |