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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $272,413 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,348 | $61,756+64.1% | $70,092+44.6% | $77,904+30.1% |
| Participation rate | 99.5% | 79.9%+19.7pp | 70.5%+29.1pp | 73.7%+25.9pp |
| Annual return | -16.85% | -11.86%-5.0pp | 190.73%-207.6pp | 12.21%-29.1pp |
| Employer contribution / active EE | $5,471 | $2,706+102.1% | $2,559+113.8% | $2,848+92.1% |
| Participant deferral / active EE | $6,109 | $3,977+53.6% | $3,849+58.7% | $4,806+27.1% |
| Admin fee / account holder | $220 | $101+117.2% | $6,267-96.5% | $133+66.0% |