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 | $45,711 |
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 | $59,425 | $76,050-21.9% | $96,544-38.4% | $71,457-16.8% |
| Participation rate | 81.3% | 74.4%+6.9pp | 76.0%+5.3pp | 67.9%+13.4pp |
| Annual return | 18.19% | 22.81%-4.6pp | 25.84%-7.7pp | 28.85%-10.7pp |
| Employer contribution / active EE | $1,630 | $2,244-27.4% | $2,965-45.0% | $2,588-37.0% |
| Participant deferral / active EE | $4,443 | $4,215+5.4% | $4,851-8.4% | $4,289+3.6% |
| Admin fee / account holder | $329 | $2,707-87.9% | $8,252-96.0% | $1,587-79.3% |