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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $2,697 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,219 | $63,156+6.4% | $122,332-45.1% | $62,292+7.9% |
| Participation rate | 56.5% | 60.0%-3.5pp | 71.6%-15.2pp | 69.5%-13.0pp |
| Annual return | 14.92% | 20.61%-5.7pp | 30.27%-15.4pp | 28.90%-14.0pp |
| Employer contribution / active EE | $416 | $1,385-70.0% | $4,050-89.7% | $2,042-79.6% |
| Participant deferral / active EE | $2,475 | $2,321+6.6% | $3,287-24.7% | $3,169-21.9% |
| Admin fee / account holder | $16 | $440-96.3% | $5,478-99.7% | $479-96.6% |