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.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $178,756 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,830 | $89,808+63.5% | $100,391+46.3% | $77,643+89.1% |
| Participation rate | 86.2% | 81.2%+5.0pp | 81.5%+4.7pp | 70.6%+15.6pp |
| Annual return | 13.94% | 20.62%-6.7pp | 49.20%-35.3pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,262 | $3,039-25.6% | $3,942-42.6% | $2,726-17.0% |
| Participant deferral / active EE | $7,112 | $8,284-14.2% | $8,082-12.0% | $4,647+53.0% |
| Admin fee / account holder | $247 | $174+41.4% | $7,899-96.9% | $430-42.7% |