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.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $7,737 |
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 | $61,602 | $38,969+58.1% | $109,313-43.6% | $55,167+11.7% |
| Participation rate | 92.1% | 58.2%+33.9pp | 71.3%+20.9pp | 69.0%+23.1pp |
| Annual return | 9.70% | 8.26%+1.4pp | 22.07%-12.4pp | 169.23%-159.5pp |
| Employer contribution / active EE | $1,979 | $1,227+61.3% | $3,892-49.2% | $1,963+0.8% |
| Participant deferral / active EE | $3,565 | $2,176+63.9% | $3,166+12.6% | $3,054+16.7% |
| Admin fee / account holder | $45 | $501-91.0% | $5,666-99.2% | $504-91.1% |