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 COMPANY, N.A.1+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $53,631 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $72,715 | $39,245+85.3% | $64,105+13.4% | $52,331+39.0% |
| Participation rate | 77.7% | 58.2%+19.5pp | 68.2%+9.5pp | 68.1%+9.6pp |
| Annual return | -0.62% | 14.79%-15.4pp | 791.24%-791.9pp | 4.54%-5.2pp |
| Employer contribution / active EE | $945 | $736+28.3% | $1,820-48.1% | $1,882-49.8% |
| Participant deferral / active EE | $4,880 | $1,992+145.0% | $2,822+73.0% | $3,022+61.5% |
| Admin fee / account holder | $372 | $592-37.1% | $4,499-91.7% | $592-37.0% |