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 10-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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $10,468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,097 | $62,928-90.3% | $172,739-96.5% | $67,579-91.0% |
| Participation rate | 57.9% | 64.5%-6.6pp | 82.6%-24.8pp | 71.3%-13.4pp |
| Annual return | 25.18% | 30.36%-5.2pp | 802.84%-777.7pp | 378.56%-353.4pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,143-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $649 | $2,145-69.8% | $5,198-87.5% | $3,539-81.7% |
| Admin fee / account holder | $52 | $167-68.9% | $13,954-99.6% | $142-63.6% |