See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $100,951 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,603 | $57,610+33.0% | $154,803-50.5% | $102,872-25.5% |
| Participation rate | 33.5% | 59.5%-26.0pp | 78.1%-44.6pp | 73.0%-39.5pp |
| Annual return | 17.10% | 30.49%-13.4pp | 58.88%-41.8pp | 19.06%-2.0pp |
| Employer contribution / active EE | $240 | $1,883-87.2% | $4,305-94.4% | $3,526-93.2% |
| Participant deferral / active EE | $1,498 | $2,914-48.6% | $5,540-73.0% | $5,535-72.9% |
| Admin fee / account holder | $219 | $368-40.6% | $14,329-98.5% | $292-25.2% |