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.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $21,002 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,672 | $46,360-79.1% | $147,614-93.4% | $52,331-81.5% |
| Participation rate | 75.0% | 64.9%+10.1pp | 84.6%-9.6pp | 68.1%+6.9pp |
| Annual return | -1.39% | 1.62%-3.0pp | 61.98%-63.4pp | 4.54%-5.9pp |
| Employer contribution / active EE | $631 | $2,126-70.3% | $5,564-88.7% | $1,882-66.5% |
| Participant deferral / active EE | $966 | $2,258-57.2% | $4,895-80.3% | $3,022-68.1% |
| Admin fee / account holder | $138 | $766-82.0% | $11,611-98.8% | $592-76.6% |