See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $28,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,285 | $44,960-32.6% | $84,966-64.4% | $74,495-59.3% |
| Participation rate | 36.7% | 49.4%-12.7pp | 67.5%-30.8pp | 67.2%-30.5pp |
| Annual return | 13.70% | 26.24%-12.5pp | 66.38%-52.7pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $259 | $1,457-82.2% | $2,727-90.5% | $2,623-90.1% |
| Participant deferral / active EE | $696 | $2,731-74.5% | $4,519-84.6% | $4,346-84.0% |
| Admin fee / account holder | $281 | $2,209-87.3% | $6,149-95.4% | $1,942-85.5% |