Filed February 12, 2025
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 | $69,658 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,442 | $88,890+31.0% | $102,423+13.7% | $77,643+50.0% |
| Participation rate | 99.3% | 80.9%+18.4pp | 76.5%+22.8pp | 70.6%+28.7pp |
| Annual return | 13.93% | 24.98%-11.1pp | 29.32%-15.4pp | 31.24%-17.3pp |
| Employer contribution / active EE | $1,223 | $2,698-54.6% | $3,023-59.5% | $2,726-55.1% |
| Participant deferral / active EE | $4,042 | $5,145-21.5% | $5,053-20.0% | $4,647-13.0% |
| Admin fee / account holder | $197 | $235-16.2% | $9,451-97.9% | $430-54.2% |