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 Filed as: DUBUQUE BANK & TRUST COMPNY Service code 15 · EIN 42-0223620 | Recordkeeping | $20,360 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $50,640 | $55,449-8.7% | $83,848-39.6% | $56,287-10.0% |
| Participation rate | 38.4% | 68.0%-29.6pp | 76.1%-37.7pp | 69.9%-31.4pp |
| Annual return | -4.35% | -1.38%-3.0pp | 850.88%-855.2pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,047 | $2,430-56.9% | $3,631-71.2% | $2,111-50.4% |
| Participant deferral / active EE | $1,709 | $2,935-41.8% | $4,082-58.1% | $3,350-49.0% |
| Admin fee / account holder | $308 | $656-53.0% | $5,478-94.4% | $521-40.8% |