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 5-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 COMPANY2+ years Filed as: DUBUQUE BANK & TRUST Service code 15 · EIN 42-0223620 | Recordkeeping | $78,163 |
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 | $32,973 | $56,485-41.6% | $185,823-82.3% | $86,799-62.0% |
| Participation rate | 83.8% | 65.5%+18.3pp | 81.7%+2.1pp | 72.3%+11.5pp |
| Annual return | 14.87% | 118.04%-103.2pp | 122.05%-107.2pp | 97.91%-83.0pp |
| Employer contribution / active EE | $1,433 | $1,843-22.3% | $5,167-72.3% | $2,405-40.4% |
| Participant deferral / active EE | $1,219 | $2,553-52.3% | $5,568-78.1% | $4,131-70.5% |
| Admin fee / account holder | $207 | $150+38.4% | $16,237-98.7% | $170+22.1% |