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.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $27,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,877 | $36,916-29.9% | $156,549-83.5% | $57,658-55.1% |
| Participation rate | 37.9% | 63.4%-25.6pp | 84.0%-46.1pp | 70.2%-32.4pp |
| Annual return | 9.24% | 12.38%-3.1pp | 32.23%-23.0pp | 5.13%+4.1pp |
| Employer contribution / active EE | $648 | $1,571-58.7% | $5,501-88.2% | $1,974-67.1% |
| Participant deferral / active EE | $1,048 | $1,926-45.6% | $4,871-78.5% | $3,061-65.8% |
| Admin fee / account holder | $179 | $82+117.2% | $13,027-98.6% | $95+89.5% |