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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $78,508 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,582 | $54,573+60.5% | $90,951-3.7% | $73,488+19.2% |
| Participation rate | 87.4% | 61.2%+26.3pp | 69.0%+18.4pp | 70.7%+16.8pp |
| Annual return | 14.62% | 16.69%-2.1pp | 134.60%-120.0pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,195 | $991+20.5% | $2,122-43.7% | $2,270-47.4% |
| Participant deferral / active EE | $5,711 | $2,517+126.9% | $3,373+69.3% | $3,740+52.7% |
| Admin fee / account holder | $365 | $521-30.0% | $5,959-93.9% | $513-28.8% |