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.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $110,675 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,319 | $89,436-20.3% | $164,813-56.7% | $77,643-8.1% |
| Participation rate | 83.6% | 78.6%+5.0pp | 78.6%+5.0pp | 70.6%+13.0pp |
| Annual return | 15.96% | 28.83%-12.9pp | 69.93%-54.0pp | 31.24%-15.3pp |
| Employer contribution / active EE | $2,623 | $2,569+2.1% | $4,341-39.6% | $2,726-3.8% |
| Participant deferral / active EE | $5,207 | $4,897+6.3% | $6,031-13.7% | $4,647+12.1% |
| Admin fee / account holder | $200 | $339-41.0% | $12,690-98.4% | $430-53.5% |