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.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $263,462 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,647 | $66,528+137.0% | $86,874+81.5% | $86,799+81.6% |
| Participation rate | 99.9% | 72.4%+27.5pp | 71.6%+28.2pp | 72.3%+27.6pp |
| Annual return | 13.92% | 19.56%-5.6pp | 63.52%-49.6pp | 97.91%-84.0pp |
| Employer contribution / active EE | $7,132 | $2,007+255.3% | $2,495+185.8% | $2,405+196.5% |
| Participant deferral / active EE | $7,053 | $3,240+117.7% | $3,699+90.7% | $4,131+70.7% |
| Admin fee / account holder | $290 | $148+95.9% | $5,828-95.0% | $170+71.1% |