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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $127,105 |
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 | $125,920 | $78,781+59.8% | $100,516+25.3% | $73,409+71.5% |
| Participation rate | 86.1% | 80.0%+6.0pp | 79.4%+6.7pp | 72.2%+13.9pp |
| Annual return | 16.49% | 31.69%-15.2pp | 30.89%-14.4pp | 59.29%-42.8pp |
| Employer contribution / active EE | $1,974 | $2,420-18.4% | $3,418-42.3% | $2,234-11.6% |
| Participant deferral / active EE | $6,105 | $6,537-6.6% | $6,270-2.6% | $3,805+60.4% |
| Admin fee / account holder | $204 | $145+40.4% | $8,081-97.5% | $158+29.2% |