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.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $73,562 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,519 | $98,727+28.2% | $113,168+11.8% | $85,563+47.9% |
| Participation rate | 99.6% | 80.8%+18.8pp | 76.6%+23.1pp | 66.0%+33.7pp |
| Annual return | 14.58% | 17.43%-2.8pp | 24.27%-9.7pp | 31.51%-16.9pp |
| Employer contribution / active EE | $1,274 | $2,907-56.2% | $2,975-57.2% | $2,654-52.0% |
| Participant deferral / active EE | $4,465 | $5,424-17.7% | $5,107-12.6% | $4,375+2.0% |
| Admin fee / account holder | $210 | $357-41.2% | $12,068-98.3% | $834-74.9% |