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 COMPANY5+ years Filed as: ASSOCIATED TRUST, N.A. Service code 15 · EIN 30-0219031 | Recordkeeping | $28,886 |
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 | $24,617 | $62,928-60.9% | $172,739-85.7% | $67,579-63.6% |
| Participation rate | 34.8% | 64.5%-29.7pp | 82.6%-47.9pp | 71.3%-36.5pp |
| Annual return | 19.08% | 30.36%-11.3pp | 802.84%-783.8pp | 378.56%-359.5pp |
| Employer contribution / active EE | $160 | $1,636-90.2% | $5,143-96.9% | $2,148-92.5% |
| Participant deferral / active EE | $908 | $2,145-57.7% | $5,198-82.5% | $3,539-74.4% |
| Admin fee / account holder | $186 | $167+11.8% | $13,954-98.7% | $142+31.0% |