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 | $29,018 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,835 | $50,637-54.9% | $86,590-73.6% | $62,292-63.3% |
| Participation rate | 95.4% | 67.9%+27.5pp | 73.5%+21.9pp | 69.5%+25.9pp |
| Annual return | 23.02% | 20.80%+2.2pp | 964.84%-941.8pp | 28.90%-5.9pp |
| Employer contribution / active EE | $915 | $2,075-55.9% | $2,839-67.8% | $2,042-55.2% |
| Participant deferral / active EE | $3,077 | $2,611+17.8% | $3,609-14.7% | $3,169-2.9% |
| Admin fee / account holder | $178 | $413-56.9% | $4,906-96.4% | $479-62.9% |