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 | $11,778 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,972 | $49,915-78.0% | $154,803-92.9% | $74,304-85.2% |
| Participation rate | 71.0% | 54.0%+17.1pp | 78.1%-7.0pp | 60.3%+10.7pp |
| Annual return | 13.33% | 34.06%-20.7pp | 58.88%-45.6pp | 29.43%-16.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,657 | $2,255-26.5% | $5,540-70.1% | $3,767-56.0% |
| Admin fee / account holder | $63 | $2,189-97.1% | $14,329-99.6% | $2,969-97.9% |