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 COMPANY6+ years Filed as: ASSOCIATED TRUST, N.A. Service code 15 · EIN 30-0219031 | Recordkeeping | $26,464 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,918 | $52,293-42.8% | $178,490-83.2% | $73,409-59.2% |
| Participation rate | 34.8% | 65.3%-30.5pp | 81.9%-47.1pp | 72.2%-37.4pp |
| Annual return | 16.33% | 34.75%-18.4pp | 151.07%-134.7pp | 59.29%-43.0pp |
| Employer contribution / active EE | $180 | $1,735-89.6% | $5,011-96.4% | $2,234-91.9% |
| Participant deferral / active EE | $959 | $2,332-58.9% | $5,202-81.6% | $3,805-74.8% |
| Admin fee / account holder | $173 | $127+35.8% | $13,984-98.8% | $158+9.6% |