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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $29,746 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,177 | $52,953-75.1% | $172,739-92.4% | $65,185-79.8% |
| Participation rate | 82.7% | 66.2%+16.5pp | 82.6%+0.1pp | 70.2%+12.5pp |
| Annual return | 23.46% | 30.12%-6.7pp | 802.84%-779.4pp | 29.38%-5.9pp |
| Employer contribution / active EE | $501 | $2,190-77.1% | $5,143-90.3% | $2,177-77.0% |
| Participant deferral / active EE | $1,399 | $2,471-43.4% | $5,198-73.1% | $3,514-60.2% |
| Admin fee / account holder | $205 | $472-56.5% | $13,954-98.5% | $847-75.8% |