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 COMPANY1+ years Filed as: DUBUQUE BANK & TRUST COMPNY Service code 15 · EIN 42-0223620 | Recordkeeping | $14,753 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $46,291 | $52,884-12.5% | $84,750-45.4% | $55,167-16.1% |
| Participation rate | 35.1% | 67.5%-32.4pp | 76.6%-41.5pp | 69.0%-33.9pp |
| Annual return | 6.74% | 18.03%-11.3pp | 22.78%-16.0pp | 169.23%-162.5pp |
| Employer contribution / active EE | $574 | $2,233-74.3% | $3,574-83.9% | $1,963-70.8% |
| Participant deferral / active EE | $1,429 | $2,644-45.9% | $3,712-61.5% | $3,054-53.2% |
| Admin fee / account holder | $263 | $581-54.6% | $5,332-95.1% | $504-47.7% |