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 | $91,704 |
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 | $84,555 | $69,159+22.3% | $125,175-32.5% | $67,579+25.1% |
| Participation rate | 62.9% | 78.2%-15.3pp | 79.8%-16.9pp | 71.3%-8.4pp |
| Annual return | 23.01% | 27.12%-4.1pp | 43.79%-20.8pp | 378.56%-355.5pp |
| Employer contribution / active EE | $576 | $2,023-71.5% | $3,865-85.1% | $2,148-73.2% |
| Participant deferral / active EE | $2,943 | $3,700-20.4% | $4,937-40.4% | $3,539-16.8% |
| Admin fee / account holder | $308 | $142+117.1% | $9,702-96.8% | $142+116.3% |