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.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $269,422 |
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 | $123,087 | $73,034+68.5% | $77,163+59.5% | $80,160+53.6% |
| Participation rate | 98.4% | 78.1%+20.3pp | 69.6%+28.8pp | 72.9%+25.5pp |
| Annual return | 18.44% | 18.56%-0.1pp | 37.87%-19.4pp | 40.38%-21.9pp |
| Employer contribution / active EE | $8,321 | $2,779+199.4% | $2,535+228.3% | $2,978+179.4% |
| Participant deferral / active EE | $6,756 | $4,140+63.2% | $3,833+76.2% | $5,017+34.7% |
| Admin fee / account holder | $212 | $104+104.7% | $5,472-96.1% | $145+46.5% |