See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: DUBUQUE BANK & TRUST Service code 15 · EIN 42-0223620 | Recordkeeping | $95,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,417 | $28,956+46.5% | $71,735-40.9% | $64,808-34.5% |
| Participation rate | 38.0% | 65.2%-27.2pp | 62.3%-24.3pp | 71.5%-33.5pp |
| Annual return | -15.56% | -7.39%-8.2pp | 9.14%-24.7pp | 32.82%-48.4pp |
| Employer contribution / active EE | $435 | $1,159-62.5% | $1,704-74.5% | $2,506-82.7% |
| Participant deferral / active EE | $1,616 | $2,686-39.8% | $2,658-39.2% | $4,310-62.5% |
| Admin fee / account holder | $236 | $124+89.9% | $3,974-94.1% | $188+25.9% |