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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $67,445 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,463 | $42,396+54.4% | $67,313-2.7% | $56,287+16.3% |
| Participation rate | 79.1% | 61.0%+18.1pp | 69.1%+10.0pp | 69.9%+9.3pp |
| Annual return | -3.01% | -36.63%+33.6pp | -4.08%+1.1pp | -9.96%+6.9pp |
| Employer contribution / active EE | $2,342 | $1,414+65.7% | $2,566-8.7% | $2,111+10.9% |
| Participant deferral / active EE | $1,412 | $2,360-40.2% | $3,568-60.4% | $3,350-57.8% |
| Admin fee / account holder | $414 | $510-18.8% | $4,507-90.8% | $521-20.6% |