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 COMPANY5 years Service code 15 · EIN 30-0219031 | Recordkeeping | $59,991 |
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 | $155,495 | $86,944+78.8% | $107,525+44.6% | $74,304+109.3% |
| Participation rate | 96.0% | 59.6%+36.5pp | 75.1%+21.0pp | 60.3%+35.7pp |
| Annual return | 17.20% | 23.52%-6.3pp | 181.32%-164.1pp | 29.43%-12.2pp |
| Employer contribution / active EE | $4,794 | $2,757+73.9% | $3,754+27.7% | $2,241+113.9% |
| Participant deferral / active EE | $9,283 | $3,554+161.2% | $5,116+81.5% | $3,767+146.4% |
| Admin fee / account holder | $425 | $3,727-88.6% | $8,919-95.2% | $2,969-85.7% |