See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $202,149 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,516 | $108,719+55.0% | $101,326+66.3% | $85,563+96.9% |
| Participation rate | 86.1% | 80.9%+5.3pp | 81.5%+4.6pp | 66.0%+20.2pp |
| Annual return | 16.01% | 20.95%-4.9pp | 36.82%-20.8pp | 31.51%-15.5pp |
| Employer contribution / active EE | $2,300 | $3,114-26.2% | $3,665-37.3% | $2,654-13.3% |
| Participant deferral / active EE | $7,288 | $8,545-14.7% | $7,994-8.8% | $4,375+66.6% |
| Admin fee / account holder | $275 | $685-59.8% | $11,185-97.5% | $834-67.0% |