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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $58,326 |
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 | $62,736 | $55,636+12.8% | $81,983-23.5% | $73,488-14.6% |
| Participation rate | 99.4% | 62.3%+37.1pp | 69.2%+30.1pp | 70.7%+28.7pp |
| Annual return | 14.76% | 19.07%-4.3pp | 41.31%-26.5pp | 28.51%-13.8pp |
| Employer contribution / active EE | $2,147 | $1,625+32.2% | $2,498-14.0% | $2,270-5.4% |
| Participant deferral / active EE | $1,518 | $2,762-45.1% | $3,722-59.2% | $3,740-59.4% |
| Admin fee / account holder | $268 | $493-45.7% | $5,664-95.3% | $513-47.9% |