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 | $149,921 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,870 | $87,125+55.9% | $108,410+25.3% | $86,799+56.5% |
| Participation rate | 86.2% | 80.5%+5.6pp | 80.1%+6.1pp | 72.3%+13.9pp |
| Annual return | 16.14% | 25.21%-9.1pp | 905.27%-889.1pp | 97.91%-81.8pp |
| Employer contribution / active EE | $2,063 | $2,477-16.7% | $3,558-42.0% | $2,405-14.2% |
| Participant deferral / active EE | $6,505 | $6,944-6.3% | $6,563-0.9% | $4,131+57.5% |
| Admin fee / account holder | $232 | $130+78.2% | $7,295-96.8% | $170+36.9% |