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 COMPANY9+ years Filed as: ASSOCIATED TRUST COMPANY, NA Service code 15 · EIN 30-0219031 | Recordkeeping | $56,353 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,873 | $71,516-30.3% | $98,439-49.3% | $71,457-30.2% |
| Participation rate | 95.1% | 72.7%+22.4pp | 75.2%+19.9pp | 67.9%+27.2pp |
| Annual return | 18.65% | 32.41%-13.8pp | 21.16%-2.5pp | 28.85%-10.2pp |
| Employer contribution / active EE | $1,401 | $2,399-41.6% | $3,048-54.0% | $2,588-45.9% |
| Participant deferral / active EE | $3,979 | $4,109-3.2% | $4,738-16.0% | $4,289-7.2% |
| Admin fee / account holder | $218 | $1,675-87.0% | $8,948-97.6% | $1,587-86.2% |