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.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $234,876 |
ALPHA INVESTMENT CONSULTING GROUP10+ years 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 | $69,145 | $112,623-38.6% | $106,213-34.9% | $199,593-65.4% |
| Participation rate | 99.5% | 86.2%+13.2pp | 75.3%+24.2pp | 72.0%+27.5pp |
| Annual return | 11.27% | 15.57%-4.3pp | 116.14%-104.9pp | 34.25%-23.0pp |
| Employer contribution / active EE | $2,974 | $4,575-35.0% | $3,171-6.2% | $3,034-2.0% |
| Participant deferral / active EE | $0 | $6,659-100.0% | $5,016-100.0% | $5,087-100.0% |
| Admin fee / account holder | $141 | $107+32.1% | $11,033-98.7% | $269-47.4% |