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.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $51,515 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,748 | $79,171-19.5% | $102,423-37.8% | $74,495-14.4% |
| Participation rate | 83.8% | 74.8%+9.0pp | 76.5%+7.3pp | 67.2%+16.6pp |
| Annual return | 15.71% | 54.93%-39.2pp | 29.32%-13.6pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $1,758 | $2,362-25.6% | $3,023-41.9% | $2,623-33.0% |
| Participant deferral / active EE | $5,253 | $4,415+19.0% | $5,053+4.0% | $4,346+20.9% |
| Admin fee / account holder | $353 | $2,001-82.4% | $9,451-96.3% | $1,942-81.8% |