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 COMPANY8+ years Filed as: ASSOCIATED TRUST COMPANY, NA Service code 15 · EIN 30-0219031 | Recordkeeping | $57,117 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,278 | $72,607-45.9% | $90,749-56.7% | $66,914-41.3% |
| Participation rate | 97.8% | 73.7%+24.1pp | 75.7%+22.1pp | 69.8%+28.0pp |
| Annual return | -16.75% | -12.28%-4.5pp | -12.16%-4.6pp | 1.58%-18.3pp |
| Employer contribution / active EE | $1,375 | $2,369-42.0% | $2,921-52.9% | $2,544-46.0% |
| Participant deferral / active EE | $3,843 | $3,977-3.4% | $4,564-15.8% | $4,237-9.3% |
| Admin fee / account holder | $221 | $707-68.7% | $8,445-97.4% | $593-62.7% |