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 | $112,269 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,684 | $185,342-43.0% | $111,297-5.0% | $86,799+21.8% |
| Participation rate | 99.1% | 81.0%+18.1pp | 77.3%+21.8pp | 72.3%+26.8pp |
| Annual return | 12.43% | 500.80%-488.4pp | 54.65%-42.2pp | 97.91%-85.5pp |
| Employer contribution / active EE | $2,219 | $2,246-1.2% | $2,731-18.7% | $2,405-7.7% |
| Participant deferral / active EE | $2,060 | $4,458-53.8% | $4,487-54.1% | $4,131-50.1% |
| Admin fee / account holder | $278 | $255+8.8% | $7,964-96.5% | $170+63.9% |