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 COMPANY9+ years Filed as: ASSOCIATED TRUST, N.A. Service code 15 · EIN 30-0219031 | Recordkeeping | $19,664 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $6,288 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,800 | $47,126-34.6% | $149,673-79.4% | $74,419-58.6% |
| Participation rate | 33.1% | 63.4%-30.3pp | 78.8%-45.6pp | 70.7%-37.6pp |
| Annual return | 17.75% | 22.75%-5.0pp | 134.42%-116.7pp | 34.38%-16.6pp |
| Employer contribution / active EE | $223 | $1,905-88.3% | $4,818-95.4% | $2,637-91.5% |
| Participant deferral / active EE | $1,236 | $2,728-54.7% | $5,680-78.2% | $4,528-72.7% |
| Admin fee / account holder | $170 | $343-50.5% | $13,210-98.7% | $348-51.2% |