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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $72,108 |
ASSOCIATED TRUST COMPANY3 years Filed as: ASSOCIATED TRUST COMPANY, NA Service code 60 | Sub-TA Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,075 | $71,516-20.2% | $98,439-42.0% | $71,457-20.1% |
| Participation rate | 92.9% | 72.7%+20.2pp | 75.2%+17.8pp | 67.9%+25.0pp |
| Annual return | 14.29% | 32.41%-18.1pp | 21.16%-6.9pp | 28.85%-14.6pp |
| Employer contribution / active EE | $1,510 | $2,399-37.1% | $3,048-50.5% | $2,588-41.6% |
| Participant deferral / active EE | $3,786 | $4,109-7.9% | $4,738-20.1% | $4,289-11.7% |
| Admin fee / account holder | $286 | $1,675-82.9% | $8,948-96.8% | $1,587-82.0% |