Filed February 20, 2020
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 7-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 | $37,367 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,796 | $58,879-30.7% | $178,490-77.1% | $73,488-44.5% |
| Participation rate | 95.8% | 66.2%+29.6pp | 81.9%+13.9pp | 70.7%+25.1pp |
| Annual return | 19.56% | 24.86%-5.3pp | 151.07%-131.5pp | 28.51%-9.0pp |
| Employer contribution / active EE | $1,500 | $2,236-32.9% | $5,011-70.1% | $2,270-33.9% |
| Participant deferral / active EE | $3,309 | $2,567+28.9% | $5,202-36.4% | $3,740-11.5% |
| Admin fee / account holder | $135 | $400-66.2% | $13,984-99.0% | $513-73.6% |