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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $224,971 |
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 | $132,813 | $61,473+116.0% | $81,930+62.1% | $73,409+80.9% |
| Participation rate | 99.6% | 72.4%+27.2pp | 72.0%+27.6pp | 72.2%+27.5pp |
| Annual return | 18.29% | 28.26%-10.0pp | 29.49%-11.2pp | 59.29%-41.0pp |
| Employer contribution / active EE | $6,050 | $1,898+218.8% | $4,310+40.4% | $2,234+170.9% |
| Participant deferral / active EE | $6,254 | $3,080+103.0% | $7,107-12.0% | $3,805+64.3% |
| Admin fee / account holder | $249 | $125+98.1% | $5,158-95.2% | $158+57.4% |