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.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $111,160 |
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 | $63,646 | $91,372-30.3% | $129,995-51.0% | $74,419-14.5% |
| Participation rate | 80.3% | 77.8%+2.5pp | 78.5%+1.8pp | 70.7%+9.5pp |
| Annual return | 18.74% | 23.21%-4.5pp | -137.18%+155.9pp | 34.38%-15.6pp |
| Employer contribution / active EE | $1,373 | $2,563-46.4% | $4,320-68.2% | $2,637-47.9% |
| Participant deferral / active EE | $4,695 | $4,721-0.5% | $5,820-19.3% | $4,528+3.7% |
| Admin fee / account holder | $217 | $283-23.4% | $10,614-98.0% | $348-37.6% |