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 COMPANY4+ years Filed as: DUBUQUE BANK & TRUST Service code 15 · EIN 42-0223620 | Recordkeeping | $71,681 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,969 | $61,272-52.7% | $149,673-80.6% | $71,457-59.5% |
| Participation rate | 86.2% | 62.5%+23.7pp | 78.8%+7.4pp | 67.9%+18.3pp |
| Annual return | 15.92% | 35.85%-19.9pp | 134.42%-118.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,340 | $2,378-43.7% | $4,818-72.2% | $2,588-48.2% |
| Participant deferral / active EE | $1,314 | $2,917-55.0% | $5,680-76.9% | $4,289-69.4% |
| Admin fee / account holder | $246 | $1,261-80.5% | $13,210-98.1% | $1,587-84.5% |