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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $46,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,324 | $47,126+2.5% | $149,673-67.7% | $74,419-35.1% |
| Participation rate | 93.3% | 63.4%+29.9pp | 78.8%+14.6pp | 70.7%+22.6pp |
| Annual return | 20.37% | 22.75%-2.4pp | 134.42%-114.0pp | 34.38%-14.0pp |
| Employer contribution / active EE | $1,702 | $1,905-10.7% | $4,818-64.7% | $2,637-35.5% |
| Participant deferral / active EE | $3,989 | $2,728+46.2% | $5,680-29.8% | $4,528-11.9% |
| Admin fee / account holder | $156 | $343-54.5% | $13,210-98.8% | $348-55.2% |