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 COMPANY2+ years Filed as: DUBUQUE BANK & TRUST Service code 15 1398 CENTRAL AVENUE, PO BOX 747 · DUBUQUE, IA 520040747 | Recordkeeping | $39,429 |
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 | $51,441 | $46,732+10.1% | $156,549-67.1% | $55,167-6.8% |
| Participation rate | 47.2% | 65.8%-18.6pp | 84.0%-36.8pp | 69.0%-21.8pp |
| Annual return | 8.29% | 17.72%-9.4pp | 32.23%-23.9pp | 169.23%-160.9pp |
| Employer contribution / active EE | $685 | $2,105-67.5% | $5,501-87.5% | $1,963-65.1% |
| Participant deferral / active EE | $2,657 | $2,204+20.6% | $4,871-45.4% | $3,054-13.0% |
| Admin fee / account holder | $362 | $418-13.5% | $13,027-97.2% | $504-28.2% |