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.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $209,483 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,412 | $104,631-44.2% | $98,439-40.7% | $80,160-27.1% |
| Participation rate | 98.8% | 87.5%+11.2pp | 75.2%+23.6pp | 72.9%+25.8pp |
| Annual return | 15.08% | 34.72%-19.6pp | 21.16%-6.1pp | 40.38%-25.3pp |
| Employer contribution / active EE | $3,844 | $4,517-14.9% | $3,048+26.1% | $2,978+29.1% |
| Participant deferral / active EE | $0 | $6,545-100.0% | $4,738-100.0% | $5,017-100.0% |
| Admin fee / account holder | $113 | $105+8.2% | $8,948-98.7% | $145-21.8% |