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 COMPANY5+ years Filed as: ASSOCIATED TRUST COMPANY, NA Service code 15 · EIN 30-0219031 | Recordkeeping | $14,543 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,303 | $72,012-55.1% | $185,823-82.6% | $79,858-59.5% |
| Participation rate | 73.6% | 65.8%+7.8pp | 78.0%-4.4pp | 69.6%+4.0pp |
| Annual return | 18.82% | 23.12%-4.3pp | 35.95%-17.1pp | 31.71%-12.9pp |
| Employer contribution / active EE | $144 | $1,965-92.7% | $4,087-96.5% | $2,471-94.2% |
| Participant deferral / active EE | $1,605 | $3,779-57.5% | $5,632-71.5% | $3,740-57.1% |
| Admin fee / account holder | $156 | $4,513-96.5% | $9,500-98.4% | $5,306-97.1% |