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.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $39,939 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,118 | $51,638-6.8% | $68,368-29.6% | $82,448-41.6% |
| Participation rate | 96.6% | 63.6%+32.9pp | 73.8%+22.8pp | 68.1%+28.5pp |
| Annual return | 18.36% | 37.53%-19.2pp | 292.57%-274.2pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,701 | $2,047-16.9% | $2,649-35.8% | $2,551-33.3% |
| Participant deferral / active EE | $4,643 | $2,914+59.4% | $4,123+12.6% | $4,139+12.2% |
| Admin fee / account holder | $338 | $4,643-92.7% | $5,150-93.4% | $7,234-95.3% |