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 COMPANY5+ years Service code 15 · EIN 42-0223620 | Recordkeeping | $55,308 |
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 | $66,312 | $62,132+6.7% | $185,823-64.3% | $73,488-9.8% |
| Participation rate | 77.1% | 67.8%+9.3pp | 78.0%-0.9pp | 70.7%+6.4pp |
| Annual return | 7.39% | 20.44%-13.0pp | 35.95%-28.6pp | 28.51%-21.1pp |
| Employer contribution / active EE | $1,729 | $1,681+2.8% | $4,087-57.7% | $2,270-23.8% |
| Participant deferral / active EE | $2,646 | $3,711-28.7% | $5,632-53.0% | $3,740-29.3% |
| Admin fee / account holder | $355 | $419-15.3% | $9,500-96.3% | $513-30.9% |