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 |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $42,190 |
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 | $35,122 | $46,297-24.1% | $71,671-51.0% | $62,292-43.6% |
| Participation rate | 96.0% | 60.6%+35.4pp | 68.7%+27.3pp | 69.5%+26.5pp |
| Annual return | 15.20% | 22.32%-7.1pp | 20.65%-5.4pp | 28.90%-13.7pp |
| Employer contribution / active EE | $497 | $1,412-64.8% | $2,460-79.8% | $2,042-75.7% |
| Participant deferral / active EE | $3,138 | $2,235+40.4% | $3,438-8.7% | $3,169-1.0% |
| Admin fee / account holder | $228 | $461-50.5% | $5,558-95.9% | $479-52.4% |