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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $23,192 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,643 | $47,977-27.8% | $154,107-77.5% | $56,287-38.5% |
| Participation rate | 43.0% | 66.2%-23.2pp | 83.0%-40.1pp | 69.9%-26.9pp |
| Annual return | -1.68% | 3.54%-5.2pp | 735.12%-736.8pp | -9.96%+8.3pp |
| Employer contribution / active EE | $520 | $2,169-76.0% | $5,298-90.2% | $2,111-75.4% |
| Participant deferral / active EE | $875 | $2,392-63.4% | $5,081-82.8% | $3,350-73.9% |
| Admin fee / account holder | $301 | $438-31.3% | $13,411-97.8% | $521-42.2% |