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 COMPANY4+ years Service code 15 · EIN 42-0223620 | Recordkeeping | $50,913 |
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 | $66,648 | $56,972+17.0% | $182,532-63.5% | $65,185+2.2% |
| Participation rate | 70.8% | 66.5%+4.3pp | 78.0%-7.1pp | 70.2%+0.6pp |
| Annual return | 1.98% | 27.67%-25.7pp | 148.54%-146.6pp | 29.38%-27.4pp |
| Employer contribution / active EE | $1,624 | $1,615+0.6% | $4,076-60.2% | $2,177-25.4% |
| Participant deferral / active EE | $2,564 | $3,526-27.3% | $5,524-53.6% | $3,514-27.0% |
| Admin fee / account holder | $349 | $528-33.9% | $8,592-95.9% | $847-58.8% |