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.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $15,068 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,769 | $61,156-87.3% | $185,823-95.8% | $79,386-90.2% |
| Participation rate | 64.2% | 66.6%-2.4pp | 81.7%-17.5pp | 70.7%-6.5pp |
| Annual return | 14.22% | 19.45%-5.2pp | 122.05%-107.8pp | 116.85%-102.6pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,155 | $2,789-58.6% | $5,568-79.3% | $4,046-71.5% |
| Admin fee / account holder | $71 | $710-89.9% | $16,237-99.6% | $626-88.6% |