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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $150,993 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,762 | $64,612+76.1% | $86,436+31.6% | $64,808+75.5% |
| Participation rate | 88.1% | 81.5%+6.7pp | 80.3%+7.8pp | 71.5%+16.7pp |
| Annual return | -17.01% | 0.66%-17.7pp | 4394.89%-4411.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $2,161 | $2,744-21.2% | $3,769-42.6% | $2,506-13.8% |
| Participant deferral / active EE | $6,856 | $7,497-8.5% | $6,952-1.4% | $4,310+59.1% |
| Admin fee / account holder | $228 | $169+34.9% | $6,731-96.6% | $188+21.5% |