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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $64,210 |
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 | $57,461 | $70,908-19.0% | $98,907-41.9% | $73,488-21.8% |
| Participation rate | 91.2% | 73.8%+17.4pp | 76.0%+15.1pp | 70.7%+20.5pp |
| Annual return | 13.43% | 34.17%-20.7pp | 196.43%-183.0pp | 28.51%-15.1pp |
| Employer contribution / active EE | $941 | $2,036-53.8% | $2,689-65.0% | $2,270-58.5% |
| Participant deferral / active EE | $3,021 | $3,500-13.7% | $4,244-28.8% | $3,740-19.2% |
| Admin fee / account holder | $247 | $535-53.8% | $6,642-96.3% | $513-51.9% |