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.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $64,890 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,595 | $72,177+85.1% | $115,037+16.1% | $59,632+124.0% |
| Participation rate | 88.5% | 72.6%+15.9pp | 81.4%+7.1pp | 68.7%+19.8pp |
| Annual return | -0.70% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.28%-2042.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,576 | $4,783+79.3% | $6,026+42.3% | $3,192+168.7% |
| Admin fee / account holder | $590 | $4,927-88.0% | $8,175-92.8% | $4,297-86.3% |