See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY7+ years Filed as: ASSOCIATED TRUST COMPANY, NA Service code 15 · EIN 30-0219031 | Recordkeeping | $59,848 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,690 | $79,428-28.6% | $106,548-46.8% | $79,386-28.6% |
| Participation rate | 94.3% | 74.1%+20.2pp | 76.1%+18.2pp | 70.7%+23.6pp |
| Annual return | 14.70% | 18.27%-3.6pp | 26.80%-12.1pp | 116.85%-102.2pp |
| Employer contribution / active EE | $1,064 | $2,234-52.4% | $2,819-62.2% | $2,427-56.2% |
| Participant deferral / active EE | $3,349 | $3,823-12.4% | $4,398-23.9% | $4,046-17.2% |
| Admin fee / account holder | $272 | $523-48.0% | $7,407-96.3% | $626-56.6% |