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.8+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $42,870 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,724 | $63,442-32.7% | $68,791-37.9% | $66,914-36.2% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -15.07% | -8.29%-6.8pp | -6.38%-8.7pp | 1.58%-16.6pp |
| Employer contribution / active EE | $3,164 | $1,775+78.2% | $2,655+19.1% | $2,544+24.3% |
| Participant deferral / active EE | $1,840 | $2,945-37.5% | $3,941-53.3% | $4,237-56.6% |
| Admin fee / account holder | $234 | $577-59.5% | $4,932-95.3% | $593-60.6% |