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 COMPANY3 years Service code 15 · EIN 30-0219031 | Recordkeeping | $35,504 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $5,281 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $96,664 | $76,670+26.1% | $96,6830% | $71,457+35.3% |
| Participation rate | 96.7% | 66.6%+30.1pp | 74.3%+22.4pp | 67.9%+28.8pp |
| Annual return | 13.61% | 48.29%-34.7pp | 35.69%-22.1pp | 28.85%-15.2pp |
| Employer contribution / active EE | $2,650 | $3,031-12.6% | $3,737-29.1% | $2,588+2.4% |
| Participant deferral / active EE | $7,850 | $3,771+108.1% | $4,878+60.9% | $4,289+83.0% |
| Admin fee / account holder | $281 | $2,028-86.1% | $6,730-95.8% | $1,587-82.3% |