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 COMPANY4+ years Filed as: ASSOCIATED TRUST COMPANY, NA Service code 15 · EIN 30-0219031 | Recordkeeping | $46,595 |
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 | $35,994 | $58,083-38.0% | $80,019-55.0% | $56,287-36.1% |
| Participation rate | 86.2% | 73.6%+12.6pp | 75.8%+10.4pp | 69.9%+16.3pp |
| Annual return | -3.20% | 34.61%-37.8pp | 11.22%-14.4pp | -9.96%+6.8pp |
| Employer contribution / active EE | $840 | $1,932-56.5% | $2,468-66.0% | $2,111-60.2% |
| Participant deferral / active EE | $2,920 | $3,135-6.8% | $3,686-20.8% | $3,350-12.8% |
| Admin fee / account holder | $221 | $623-64.5% | $6,521-96.6% | $521-57.6% |