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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $242,147 |
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 | $68,420 | $96,403-29.0% | $93,606-26.9% | $77,787-12.0% |
| Participation rate | 99.6% | 87.6%+12.0pp | 75.8%+23.8pp | 73.2%+26.4pp |
| Annual return | 20.21% | 39.36%-19.1pp | 32.76%-12.5pp | 32.57%-12.4pp |
| Employer contribution / active EE | $3,895 | $3,616+7.7% | $2,718+43.3% | $2,504+55.5% |
| Participant deferral / active EE | $0 | $5,341-100.0% | $4,069-100.0% | $3,967-100.0% |
| Admin fee / account holder | $176 | $90+96.1% | $7,888-97.8% | $100+75.4% |