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.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $216,542 |
Filed as: ALPHA INVESTMENT CONSULTING Service code 26 · EIN 39-1859759 | Advisory (Participants) | $25,000 |
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 | $57,898 | $82,279-29.6% | $77,999-25.8% | $63,975-9.5% |
| Participation rate | 99.9% | 84.7%+15.3pp | 75.5%+24.4pp | 71.1%+28.8pp |
| Annual return | 7.03% | 11.20%-4.2pp | 425.96%-418.9pp | 48.65%-41.6pp |
| Employer contribution / active EE | $4,131 | $3,297+25.3% | $2,470+67.2% | $2,182+89.3% |
| Participant deferral / active EE | $0 | $4,538-100.0% | $3,497-100.0% | $3,356-100.0% |
| Admin fee / account holder | $170 | $81+109.2% | $5,480-96.9% | $70+141.7% |