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.7+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $44,236 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $81,177 | $90,590-10.4% | $111,297-27.1% | - |
| Participation rate | 77.8% | 76.1%+1.7pp | 77.3%+0.5pp | - |
| Annual return | 15.73% | 11.74%+4.0pp | 54.65%-38.9pp | - |
| Employer contribution / active EE | $1,103 | $1,916-42.4% | $2,731-59.6% | - |
| Participant deferral / active EE | $3,903 | $4,059-3.8% | $4,487-13.0% | - |
| Admin fee / account holder | $410 | $3,379-87.9% | $7,964-94.9% | - |