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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $210,014 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $112,590 | $55,790+101.8% | $76,817+46.6% | $67,579+66.6% |
| Participation rate | 99.5% | 71.1%+28.4pp | 72.1%+27.4pp | 71.3%+28.2pp |
| Annual return | 22.82% | 64.45%-41.6pp | 1166.11%-1143.3pp | 378.56%-355.7pp |
| Employer contribution / active EE | $5,741 | $1,810+217.2% | $2,302+149.4% | $2,148+167.3% |
| Participant deferral / active EE | $6,195 | $2,875+115.5% | $3,336+85.7% | $3,539+75.0% |
| Admin fee / account holder | $247 | $159+55.4% | $6,420-96.1% | $142+73.9% |