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 | $45,976 |
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 | $68,212 | $65,435+4.2% | $86,677-21.3% | $66,914+1.9% |
| Participation rate | 74.1% | 75.5%-1.3pp | 76.6%-2.5pp | 69.8%+4.3pp |
| Annual return | -16.43% | -10.89%-5.5pp | 35.91%-52.3pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,237 | $2,153-42.6% | $2,836-56.4% | $2,544-51.4% |
| Participant deferral / active EE | $3,886 | $4,100-5.2% | $4,656-16.5% | $4,237-8.3% |
| Admin fee / account holder | $407 | $642-36.6% | $7,493-94.6% | $593-31.4% |