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 Service code 15 · EIN 42-0223620 | Recordkeeping | $54,672 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,582-100.0% | $171,082-100.0% | $57,658-100.0% |
| Participation rate | 0.0% | 63.9%-63.9pp | 76.7%-76.7pp | 70.2%-70.2pp |
| Annual return | 10.76% | 308.67%-297.9pp | 32.56%-21.8pp | 5.13%+5.6pp |
| Employer contribution / active EE | $1,244 | $1,306-4.7% | $4,002-68.9% | $1,974-36.9% |
| Participant deferral / active EE | $2,109 | $2,933-28.1% | $4,797-56.0% | $3,061-31.1% |
| Admin fee / account holder | $0 | $82-100.0% | $8,520-100.0% | $95-100.0% |