See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DUBUQUE BANK & TRUST COMPANY5+ years Filed as: DUBUQUE BANK & TRUST COMPNY Service code 15 · EIN 42-0223620 | Recordkeeping | $23,145 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,207 | $69,362+14.2% | $101,248-21.8% | $73,488+7.8% |
| Participation rate | 42.1% | 68.4%-26.3pp | 75.8%-33.7pp | 70.7%-28.6pp |
| Annual return | 20.95% | 18.46%+2.5pp | 46.47%-25.5pp | 28.51%-7.6pp |
| Employer contribution / active EE | $1,192 | $2,628-54.6% | $3,660-67.4% | $2,270-47.5% |
| Participant deferral / active EE | $1,895 | $3,300-42.6% | $4,370-56.6% | $3,740-49.3% |
| Admin fee / account holder | $331 | $704-53.0% | $5,945-94.4% | $513-35.6% |