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 | $50,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,266 | $76,050-20.8% | $96,544-37.6% | $71,457-15.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 20.91% | 22.81%-1.9pp | 25.84%-4.9pp | 28.85%-7.9pp |
| Employer contribution / active EE | $2,208 | $2,244-1.6% | $2,965-25.5% | $2,588-14.7% |
| Participant deferral / active EE | $3,904 | $4,215-7.4% | $4,851-19.5% | $4,289-9.0% |
| Admin fee / account holder | $299 | $2,707-88.9% | $8,252-96.4% | $1,587-81.1% |