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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $242,614 |
Filed as: ALPHA INVESTMENT CONSULTING Service code 26 · EIN 39-1859759 | Advisory (Participants) | $25,000 |
Annual investment return 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 | $60,035 | $134,045-55.2% | $80,019-25.0% | $75,289-20.3% |
| Participation rate | 99.5% | 85.8%+13.8pp | 75.8%+23.7pp | 72.4%+27.1pp |
| Annual return | -5.94% | -0.56%-5.4pp | 11.22%-17.2pp | -0.04%-5.9pp |
| Employer contribution / active EE | $4,045 | $3,492+15.8% | $2,468+63.9% | $2,405+68.2% |
| Participant deferral / active EE | $0 | $4,976-100.0% | $3,686-100.0% | $3,739-100.0% |
| Admin fee / account holder | $185 | $124+49.5% | $6,521-97.2% | $102+81.0% |