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.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $25,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,736 | $44,425+54.7% | $67,834+1.3% | $55,167+24.6% |
| Participation rate | 46.1% | 59.7%-13.6pp | 68.8%-22.7pp | 69.0%-22.9pp |
| Annual return | 6.09% | 17.80%-11.7pp | 138.47%-132.4pp | 169.23%-163.1pp |
| Employer contribution / active EE | $355 | $1,351-73.7% | $2,403-85.2% | $1,963-81.9% |
| Participant deferral / active EE | $2,114 | $2,166-2.4% | $3,160-33.1% | $3,054-30.8% |
| Admin fee / account holder | $368 | $530-30.7% | $4,622-92.0% | $504-27.0% |