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 | $21,780 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,115 | $52,953-14.8% | $172,739-73.9% | $65,185-30.8% |
| Participation rate | 42.4% | 66.2%-23.7pp | 82.6%-40.2pp | 70.2%-27.8pp |
| Annual return | 20.23% | 30.12%-9.9pp | 802.84%-782.6pp | 29.38%-9.2pp |
| Employer contribution / active EE | $497 | $2,190-77.3% | $5,143-90.3% | $2,177-77.2% |
| Participant deferral / active EE | $859 | $2,471-65.2% | $5,198-83.5% | $3,514-75.5% |
| Admin fee / account holder | $294 | $472-37.6% | $13,954-97.9% | $847-65.3% |