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 Service code 15 · EIN 42-0223620 1398 CENTRAL AVE · DUBUQUE, IA 52004 | Recordkeeping | $62,491 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $46,966-100.0% | $185,117-100.0% | $69,631-100.0% |
| Participation rate | 0.0% | 65.3%-65.3pp | 77.3%-77.3pp | 70.7%-70.7pp |
| Annual return | 14.03% | 22.36%-8.3pp | 40.50%-26.5pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $1,422 | $1,360+4.5% | $4,182-66.0% | $2,032-30.0% |
| Participant deferral / active EE | $2,338 | $3,017-22.5% | $5,045-53.7% | $3,224-27.5% |
| Admin fee / account holder | $0 | $94-100.0% | $8,159-100.0% | $110-100.0% |