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 COMPANY10+ years Filed as: ASSOCIATED TRUST, N.A. Service code 15 · EIN 30-0219031 | Recordkeeping | $16,773 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $14,810 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,733 | $50,815-25.7% | $155,509-75.7% | $77,643-51.4% |
| Participation rate | 29.8% | 63.1%-33.3pp | 78.2%-48.4pp | 70.6%-40.7pp |
| Annual return | 13.62% | 34.80%-21.2pp | 64.67%-51.0pp | 31.24%-17.6pp |
| Employer contribution / active EE | $223 | $1,993-88.8% | $4,672-95.2% | $2,726-91.8% |
| Participant deferral / active EE | $1,312 | $2,822-53.5% | $5,626-76.7% | $4,647-71.8% |
| Admin fee / account holder | $219 | $437-49.8% | $15,912-98.6% | $430-49.0% |