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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $104,487 |
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 | $79,771 | $73,404+8.7% | $87,100-8.4% | $67,579+18.0% |
| Participation rate | 99.5% | 80.9%+18.6pp | 76.9%+22.6pp | 71.3%+28.2pp |
| Annual return | 19.92% | 48.29%-28.4pp | 28.19%-8.3pp | 378.56%-358.6pp |
| Employer contribution / active EE | $1,961 | $2,014-2.6% | $2,521-22.2% | $2,148-8.7% |
| Participant deferral / active EE | $2,029 | $3,913-48.1% | $4,049-49.9% | $3,539-42.7% |
| Admin fee / account holder | $237 | $142+67.7% | $7,497-96.8% | $142+66.9% |