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 COMPANY3+ years Service code 15 · EIN 42-0223620 1398 CENTRAL AVE · DUBUQUE, IA 52001 | Recordkeeping | $86,734 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,615 | $71,192+18.9% | $117,854-28.2% | $62,292+35.8% |
| Participation rate | 93.6% | 74.2%+19.4pp | 79.7%+13.9pp | 69.5%+24.1pp |
| Annual return | 19.34% | 18.66%+0.7pp | 335.08%-315.7pp | 28.90%-9.6pp |
| Employer contribution / active EE | $2,396 | $1,934+23.9% | $3,786-36.7% | $2,042+17.3% |
| Participant deferral / active EE | $3,185 | $3,189-0.1% | $4,482-28.9% | $3,169+0.5% |
| Admin fee / account holder | $408 | $587-30.5% | $8,020-94.9% | $479-14.9% |