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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $90,035 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $77,861 | $62,267+25.0% | $110,238-29.4% | $55,725+39.7% |
| Participation rate | 64.0% | 78.1%-14.1pp | 79.8%-15.8pp | 70.9%-6.9pp |
| Annual return | -4.82% | -1.07%-3.8pp | 314.74%-319.6pp | 244.93%-249.8pp |
| Employer contribution / active EE | $574 | $1,941-70.4% | $3,826-85.0% | $2,078-72.4% |
| Participant deferral / active EE | $2,917 | $3,516-17.0% | $4,672-37.6% | $3,356-13.1% |
| Admin fee / account holder | $333 | $121+175.8% | $8,547-96.1% | $115+189.5% |