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 | $76,969 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,837 | $78,485-13.6% | $106,213-36.1% | $74,495-8.9% |
| Participation rate | 93.6% | 72.8%+20.8pp | 75.3%+18.4pp | 67.2%+26.4pp |
| Annual return | 27.09% | 15.95%+11.1pp | 116.14%-89.0pp | 1364.94%-1337.9pp |
| Employer contribution / active EE | $1,456 | $2,523-42.3% | $3,171-54.1% | $2,623-44.5% |
| Participant deferral / active EE | $3,626 | $4,322-16.1% | $5,016-27.7% | $4,346-16.6% |
| Admin fee / account holder | $287 | $2,232-87.1% | $11,033-97.4% | $1,942-85.2% |