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.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $90,592 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $114,549 | $54,701+109.4% | $86,188+32.9% | $71,457+60.3% |
| Participation rate | 88.3% | 60.1%+28.2pp | 69.0%+19.3pp | 67.9%+20.4pp |
| Annual return | 16.82% | 20.06%-3.2pp | 1168.45%-1151.6pp | 28.85%-12.0pp |
| Employer contribution / active EE | $1,543 | $1,265+21.9% | $2,380-35.2% | $2,588-40.4% |
| Participant deferral / active EE | $7,453 | $3,108+139.8% | $3,985+87.0% | $4,289+73.8% |
| Admin fee / account holder | $482 | $1,922-74.9% | $6,852-93.0% | $1,587-69.6% |