See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $24,571 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,281 | $34,677-44.4% | $77,024-75.0% | $64,808-70.2% |
| Participation rate | 42.8% | 49.8%-7.0pp | 67.9%-25.1pp | 71.5%-28.7pp |
| Annual return | -17.96% | -5.33%-12.6pp | 42.32%-60.3pp | 32.82%-50.8pp |
| Employer contribution / active EE | $246 | $1,370-82.0% | $2,812-91.2% | $2,506-90.2% |
| Participant deferral / active EE | $610 | $2,556-76.2% | $4,426-86.2% | $4,310-85.9% |
| Admin fee / account holder | $208 | $179+16.6% | $5,425-96.2% | $188+10.9% |