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 COMPANY2+ years Service code 15 · EIN 42-0223620 | Recordkeeping | $60,884 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $73,633 | $52,639+39.9% | $185,117-60.2% | $62,292+18.2% |
| Participation rate | 79.0% | 63.9%+15.1pp | 77.3%+1.7pp | 69.5%+9.5pp |
| Annual return | 11.77% | 19.57%-7.8pp | 40.50%-28.7pp | 28.90%-17.1pp |
| Employer contribution / active EE | $1,823 | $1,483+22.9% | $4,182-56.4% | $2,042-10.7% |
| Participant deferral / active EE | $2,758 | $3,097-10.9% | $5,045-45.3% | $3,169-13.0% |
| Admin fee / account holder | $381 | $374+2.0% | $8,159-95.3% | $479-20.5% |