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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $198,691 |
Filed as: ALPHA INVESTMENT CONSULTING Service code 26 · EIN 39-1859759 | Advisory (Participants) | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,257 | $136,266-60.9% | $90,749-41.3% | $77,904-31.6% |
| Participation rate | 99.7% | 86.6%+13.1pp | 75.7%+24.0pp | 73.7%+26.0pp |
| Annual return | -14.31% | -11.32%-3.0pp | -12.16%-2.1pp | 12.21%-26.5pp |
| Employer contribution / active EE | $3,752 | $4,215-11.0% | $2,921+28.4% | $2,848+31.7% |
| Participant deferral / active EE | $0 | $6,353-100.0% | $4,564-100.0% | $4,806-100.0% |
| Admin fee / account holder | $114 | $399-71.5% | $8,445-98.7% | $133-14.3% |