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 | $93,539 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,298 | $49,451+80.6% | $79,550+12.3% | $66,914+33.5% |
| Participation rate | 88.4% | 61.3%+27.0pp | 69.5%+18.9pp | 69.8%+18.6pp |
| Annual return | -16.35% | 84.25%-100.6pp | 0.16%-16.5pp | 1.58%-17.9pp |
| Employer contribution / active EE | $1,558 | $1,266+23.1% | $2,413-35.5% | $2,544-38.8% |
| Participant deferral / active EE | $7,478 | $3,159+136.7% | $3,985+87.6% | $4,237+76.5% |
| Admin fee / account holder | $452 | $595-24.0% | $6,832-93.4% | $593-23.8% |