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 | $57,665 |
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 | $148,789 | $85,766+73.5% | $136,294+9.2% | $70,131+112.2% |
| Participation rate | 84.8% | 74.2%+10.6pp | 81.9%+2.9pp | 69.5%+15.2pp |
| Annual return | 16.62% | 31.45%-14.8pp | 5155.94%-5139.3pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $9,086 | $5,051+79.9% | $6,247+45.4% | $3,332+172.7% |
| Admin fee / account holder | $634 | $5,420-88.3% | $9,243-93.1% | $4,645-86.4% |