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.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $33,819 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,498 | $54,320-7.0% | $67,652-25.4% | $52,331-3.5% |
| Participation rate | 74.8% | 73.6%+1.2pp | 75.7%-0.9pp | 68.1%+6.7pp |
| Annual return | -1.70% | 6.81%-8.5pp | 6625.04%-6626.7pp | 4.54%-6.2pp |
| Employer contribution / active EE | $1,002 | $1,544-35.1% | $2,266-55.8% | $1,882-46.8% |
| Participant deferral / active EE | $3,452 | $2,950+17.0% | $3,560-3.0% | $3,022+14.2% |
| Admin fee / account holder | $338 | $527-35.8% | $4,821-93.0% | $592-42.8% |