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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $56,329 |
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 | $60,418 | $47,922+26.1% | $75,886-20.4% | $65,185-7.3% |
| Participation rate | 98.2% | 63.0%+35.2pp | 69.3%+29.0pp | 70.2%+28.0pp |
| Annual return | 20.26% | 24.12%-3.9pp | 30.76%-10.5pp | 29.38%-9.1pp |
| Employer contribution / active EE | $2,592 | $1,557+66.5% | $2,500+3.7% | $2,177+19.1% |
| Participant deferral / active EE | $1,573 | $2,550-38.3% | $3,603-56.3% | $3,514-55.2% |
| Admin fee / account holder | $263 | $532-50.5% | $5,418-95.1% | $847-68.9% |