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 COMPANY4+ years Filed as: ASSOCIATED TRUST, N.A. Service code 15 · EIN 30-0219031 | Recordkeeping | $27,126 |
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 | $25,369 | $37,196-31.8% | $154,107-83.5% | $55,725-54.5% |
| Participation rate | 27.4% | 64.1%-36.7pp | 83.0%-55.6pp | 70.9%-43.4pp |
| Annual return | -5.39% | 1319.68%-1325.1pp | 735.12%-740.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $119 | $1,614-92.6% | $5,298-97.7% | $2,078-94.3% |
| Participant deferral / active EE | $682 | $2,068-67.0% | $5,081-86.6% | $3,356-79.7% |
| Admin fee / account holder | $201 | $102+97.8% | $13,411-98.5% | $115+74.4% |