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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $227,926 |
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 | $69,480 | $105,190-33.9% | $98,907-29.8% | $90,288-23.0% |
| Participation rate | 99.5% | 86.4%+13.2pp | 76.0%+23.5pp | 73.4%+26.2pp |
| Annual return | 13.96% | 18.52%-4.6pp | 196.43%-182.5pp | 53.97%-40.0pp |
| Employer contribution / active EE | $4,158 | $3,831+8.5% | $2,689+54.6% | $2,524+64.7% |
| Participant deferral / active EE | $0 | $5,616-100.0% | $4,244-100.0% | $4,232-100.0% |
| Admin fee / account holder | $153 | $97+57.3% | $6,642-97.7% | $114+34.2% |