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.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $155,243 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,541 | $89,282+48.5% | $94,646+40.0% | $74,419+78.1% |
| Participation rate | 87.9% | 82.4%+5.5pp | 80.8%+7.1pp | 70.7%+17.2pp |
| Annual return | 19.06% | 25.96%-6.9pp | 156.71%-137.7pp | 34.38%-15.3pp |
| Employer contribution / active EE | $2,199 | $3,022-27.3% | $3,672-40.1% | $2,637-16.6% |
| Participant deferral / active EE | $6,946 | $8,425-17.6% | $7,418-6.4% | $4,528+53.4% |
| Admin fee / account holder | $210 | $219-4.0% | $7,231-97.1% | $348-39.6% |