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.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $55,558 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,131 | $50,815+0.6% | $155,509-67.1% | $77,643-34.1% |
| Participation rate | 98.2% | 63.1%+35.1pp | 78.2%+20.0pp | 70.6%+27.6pp |
| Annual return | 17.92% | 34.80%-16.9pp | 64.67%-46.7pp | 31.24%-13.3pp |
| Employer contribution / active EE | $1,669 | $1,993-16.2% | $4,672-64.3% | $2,726-38.8% |
| Participant deferral / active EE | $3,780 | $2,822+34.0% | $5,626-32.8% | $4,647-18.7% |
| Admin fee / account holder | $165 | $437-62.1% | $15,912-99.0% | $430-61.6% |