Filed February 12, 2025
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 | $74,206 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $109,389 | $99,078+10.4% | $96,544+13.3% | $74,419+47.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | -27.20% | 22.48%-49.7pp | 25.84%-53.0pp | 34.38%-61.6pp |
| Employer contribution / active EE | $1,211 | $2,570-52.9% | $2,965-59.2% | $2,637-54.1% |
| Participant deferral / active EE | $3,772 | $4,933-23.5% | $4,851-22.2% | $4,528-16.7% |
| Admin fee / account holder | $213 | $225-5.1% | $8,252-97.4% | $348-38.7% |