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 COMPANY, N.A.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $208,373 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,297 | $48,261+87.1% | $68,793+31.3% | $55,725+62.0% |
| Participation rate | 99.3% | 71.0%+28.3pp | 72.2%+27.1pp | 70.9%+28.5pp |
| Annual return | -6.54% | -2.61%-3.9pp | -4.63%-1.9pp | 244.93%-251.5pp |
| Employer contribution / active EE | $5,490 | $1,742+215.1% | $2,625+109.1% | $2,078+164.2% |
| Participant deferral / active EE | $5,989 | $2,712+120.9% | $3,311+80.9% | $3,356+78.5% |
| Admin fee / account holder | $258 | $126+104.4% | $5,131-95.0% | $115+123.9% |