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 COMPANY3+ years Filed as: ASSOCIATED TRUST, N.A. Service code 15 · EIN 30-0219031 | Recordkeeping | $24,661 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,956 | $46,173-33.0% | $170,442-81.8% | $69,631-55.5% |
| Participation rate | 28.4% | 63.9%-35.5pp | 83.6%-55.2pp | 70.7%-42.3pp |
| Annual return | 14.40% | 21.62%-7.2pp | 205.93%-191.5pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $138 | $1,610-91.4% | $5,433-97.5% | $2,032-93.2% |
| Participant deferral / active EE | $689 | $2,080-66.9% | $4,939-86.1% | $3,224-78.6% |
| Admin fee / account holder | $211 | $116+81.8% | $13,880-98.5% | $110+90.9% |