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.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $52,698 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $66,895 | $84,936-21.2% | $111,297-39.9% | $79,386-15.7% |
| Participation rate | 85.4% | 75.9%+9.5pp | 77.3%+8.1pp | 70.7%+14.7pp |
| Annual return | 11.75% | 17.45%-5.7pp | 54.65%-42.9pp | 116.85%-105.1pp |
| Employer contribution / active EE | $1,504 | $1,979-24.0% | $2,731-44.9% | $2,427-38.0% |
| Participant deferral / active EE | $3,084 | $3,888-20.7% | $4,487-31.3% | $4,046-23.8% |
| Admin fee / account holder | $349 | $537-35.0% | $7,964-95.6% | $626-44.3% |