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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $110,889 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,627 | $71,142-16.2% | $119,609-50.1% | $64,808-8.0% |
| Participation rate | 76.4% | 78.6%-2.2pp | 79.3%-2.9pp | 71.5%+4.9pp |
| Annual return | -16.30% | -10.01%-6.3pp | -14.97%-1.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,178 | $2,497-52.8% | $4,232-72.2% | $2,506-53.0% |
| Participant deferral / active EE | $4,062 | $4,490-9.5% | $5,602-27.5% | $4,310-5.8% |
| Admin fee / account holder | $238 | $162+46.8% | $10,323-97.7% | $188+26.7% |