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 COMPANY10+ years Filed as: ASSOCIATED TRUST COMPANY, NA Service code 15 · EIN 30-0219031 | Recordkeeping | $62,552 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,944 | $78,485-28.7% | $106,213-47.3% | $74,495-24.9% |
| Participation rate | 98.5% | 72.8%+25.7pp | 75.3%+23.3pp | 67.2%+31.3pp |
| Annual return | 12.88% | 15.95%-3.1pp | 116.14%-103.3pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,103 | $2,523-16.7% | $3,171-33.7% | $2,623-19.8% |
| Participant deferral / active EE | $4,851 | $4,322+12.2% | $5,016-3.3% | $4,346+11.6% |
| Admin fee / account holder | $241 | $2,232-89.2% | $11,033-97.8% | $1,942-87.6% |