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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $104,635 |
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 | $89,588 | $62,543+43.2% | $83,333+7.5% | $55,725+60.8% |
| Participation rate | 85.0% | 78.4%+6.6pp | 77.8%+7.2pp | 70.9%+14.1pp |
| Annual return | -5.26% | 14.85%-20.1pp | 10.63%-15.9pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,280 | $2,427-47.3% | $3,379-62.1% | $2,078-38.4% |
| Participant deferral / active EE | $5,154 | $5,682-9.3% | $5,565-7.4% | $3,356+53.6% |
| Admin fee / account holder | $186 | $103+79.9% | $7,510-97.5% | $115+61.1% |