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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $3,478 |
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 | $88,278 | $53,901+63.8% | $134,143-34.2% | $73,488+20.1% |
| Participation rate | 79.6% | 62.8%+16.8pp | 72.2%+7.5pp | 70.7%+9.0pp |
| Annual return | 16.96% | 15.82%+1.1pp | 36.33%-19.4pp | 28.51%-11.5pp |
| Employer contribution / active EE | $1,214 | $1,458-16.7% | $3,704-67.2% | $2,270-46.5% |
| Participant deferral / active EE | $3,262 | $2,739+19.1% | $3,499-6.8% | $3,740-12.8% |
| Admin fee / account holder | $23 | $581-96.0% | $6,684-99.7% | $513-95.5% |