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.9+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $103,246 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $100,120 | $99,078+1.1% | $96,544+3.7% | $74,419+34.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 15.07% | 22.48%-7.4pp | 25.84%-10.8pp | 34.38%-19.3pp |
| Employer contribution / active EE | $2,237 | $2,570-13.0% | $2,965-24.6% | $2,637-15.2% |
| Participant deferral / active EE | $2,229 | $4,933-54.8% | $4,851-54.1% | $4,528-50.8% |
| Admin fee / account holder | $279 | $225+24.4% | $8,252-96.6% | $348-19.7% |