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 |
|---|---|---|
Service code 13 · EIN 71-0294708 | Contract Administrator | $950 |
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $0 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,573 | $123,077-33.7% | $116,228-29.8% | $102,872-20.7% |
| Participation rate | 91.0% | 87.0%+4.0pp | 74.6%+16.5pp | 73.0%+18.0pp |
| Annual return | 14.33% | 15.84%-1.5pp | 90.06%-75.7pp | 19.06%-4.7pp |
| Employer contribution / active EE | $0 | $4,380-100.0% | $2,994-100.0% | $3,526-100.0% |
| Participant deferral / active EE | $0 | $6,746-100.0% | $4,953-100.0% | $5,535-100.0% |
| Admin fee / account holder | $183 | $115+58.3% | $11,989-98.5% | $292-37.5% |