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 | $309,083 |
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 | $146,270 | $76,173+92.0% | $81,382+79.7% | $199,593-26.7% |
| Participation rate | 98.8% | 76.3%+22.6pp | 69.5%+29.4pp | 72.0%+26.9pp |
| Annual return | 14.02% | 15.59%-1.6pp | 24.73%-10.7pp | 34.25%-20.2pp |
| Employer contribution / active EE | $8,746 | $2,792+213.3% | $2,463+255.1% | $3,034+188.3% |
| Participant deferral / active EE | $7,549 | $4,201+79.7% | $3,883+94.4% | $5,087+48.4% |
| Admin fee / account holder | $237 | $146+62.3% | $5,768-95.9% | $269-11.8% |