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 Service code 15 · EIN 42-0223620 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $3,999 | $36,916-89.2% | $156,549-97.4% | $57,658-93.1% |
| Participation rate | 17.2% | 63.4%-46.2pp | 84.0%-66.8pp | 70.2%-53.0pp |
| Annual return | 11.47% | 12.38%-0.9pp | 32.23%-20.8pp | 5.13%+6.3pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $231 | $1,926-88.0% | $4,871-95.3% | $3,061-92.5% |
| Admin fee / account holder | $23 | $82-72.2% | $13,027-99.8% | $95-75.7% |