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 | $82,043 |
ASSOCIATED TRUST COMPANY2 years Filed as: ASSOCIATED TRUST COMPANY, NA Service code 60 | Sub-TA Fees | $0 |
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 | $55,411 | $72,607-23.7% | $90,749-38.9% | $66,914-17.2% |
| Participation rate | 92.7% | 73.7%+19.0pp | 75.7%+17.0pp | 69.8%+22.9pp |
| Annual return | -21.81% | -12.28%-9.5pp | -12.16%-9.6pp | 1.58%-23.4pp |
| Employer contribution / active EE | $1,397 | $2,369-41.0% | $2,921-52.2% | $2,544-45.1% |
| Participant deferral / active EE | $3,709 | $3,977-6.7% | $4,564-18.7% | $4,237-12.5% |
| Admin fee / account holder | $322 | $707-54.5% | $8,445-96.2% | $593-45.8% |