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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $68,648 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,446 | $65,435+33.6% | $86,677+0.9% | $66,914+30.7% |
| Participation rate | 96.7% | 75.5%+21.3pp | 76.6%+20.1pp | 69.8%+26.9pp |
| Annual return | -13.30% | -10.89%-2.4pp | 35.91%-49.2pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,700 | $2,153-21.0% | $2,836-40.1% | $2,544-33.2% |
| Participant deferral / active EE | $4,082 | $4,100-0.5% | $4,656-12.3% | $4,237-3.7% |
| Admin fee / account holder | $345 | $642-46.2% | $7,493-95.4% | $593-41.9% |