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.11+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $341,533 |
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 | $174,878 | $89,178+96.1% | $91,541+91.0% | $102,872+70.0% |
| Participation rate | 97.9% | 79.7%+18.2pp | 69.8%+28.1pp | 73.0%+24.8pp |
| Annual return | 18.08% | 14.52%+3.6pp | 20.50%-2.4pp | 19.06%-1.0pp |
| Employer contribution / active EE | $9,713 | $3,455+181.1% | $2,505+287.8% | $3,526+175.4% |
| Participant deferral / active EE | $7,839 | $4,657+68.3% | $4,008+95.6% | $5,535+41.6% |
| Admin fee / account holder | $253 | $134+88.3% | $6,956-96.4% | $292-13.6% |