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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $58,855 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,039 | $66,310-18.5% | $93,606-42.3% | $65,185-17.1% |
| Participation rate | 90.7% | 74.0%+16.7pp | 75.8%+14.8pp | 70.2%+20.5pp |
| Annual return | 3.00% | 42.58%-39.6pp | 32.76%-29.8pp | 29.38%-26.4pp |
| Employer contribution / active EE | $881 | $2,012-56.2% | $2,718-67.6% | $2,177-59.5% |
| Participant deferral / active EE | $2,861 | $3,342-14.4% | $4,069-29.7% | $3,514-18.6% |
| Admin fee / account holder | $247 | $6,897-96.4% | $7,888-96.9% | $847-70.8% |