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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $72,871 |
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 | $88,000 | $49,138+79.1% | $84,015+4.7% | $65,185+35.0% |
| Participation rate | 84.7% | 60.7%+23.9pp | 69.0%+15.6pp | 70.2%+14.5pp |
| Annual return | 19.68% | 23.00%-3.3pp | 71.31%-51.6pp | 29.38%-9.7pp |
| Employer contribution / active EE | $1,153 | $914+26.1% | $1,983-41.9% | $2,177-47.0% |
| Participant deferral / active EE | $5,723 | $2,397+138.8% | $3,239+76.7% | $3,514+62.9% |
| Admin fee / account holder | $380 | $543-30.1% | $6,101-93.8% | $847-55.2% |