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 | $54,705-12.0% | $71,209-32.4% | $84,808-43.3% |
| Participation rate | 96.6% | 64.1%+32.5pp | 73.8%+22.8pp | 68.3%+28.2pp |
| Annual return | 18.36% | 35.90%-17.5pp | 282.51%-264.2pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,701 | $2,158-21.2% | $2,721-37.5% | $2,631-35.4% |
| Participant deferral / active EE | $4,643 | $3,030+53.2% | $4,175+11.2% | $4,212+10.2% |
| Admin fee / account holder | $338 | $4,863-93.0% | $5,349-93.7% | $7,344-95.4% |