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 COMPANY6+ years Filed as: ASSOCIATED TRUST COMPANY, NA Service code 15 · EIN 30-0219031 | Recordkeeping | $49,952 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,698 | $70,908-29.9% | $98,907-49.8% | $73,488-32.4% |
| Participation rate | 92.2% | 73.8%+18.4pp | 76.0%+16.2pp | 70.7%+21.5pp |
| Annual return | 16.06% | 34.17%-18.1pp | 196.43%-180.4pp | 28.51%-12.5pp |
| Employer contribution / active EE | $968 | $2,036-52.4% | $2,689-64.0% | $2,270-57.3% |
| Participant deferral / active EE | $3,181 | $3,500-9.1% | $4,244-25.0% | $3,740-14.9% |
| Admin fee / account holder | $222 | $535-58.5% | $6,642-96.7% | $513-56.7% |