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.3+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $72,470 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,112 | $44,989-17.5% | $170,442-78.2% | $77,958-52.4% |
| Participation rate | 35.1% | 64.6%-29.5pp | 83.6%-48.5pp | 71.6%-36.5pp |
| Annual return | 20.25% | 19.61%+0.6pp | 205.93%-185.7pp | 20.87%-0.6pp |
| Employer contribution / active EE | $169 | $1,466-88.4% | $5,433-96.9% | $2,310-92.7% |
| Participant deferral / active EE | $977 | $2,208-55.7% | $4,939-80.2% | $3,537-72.4% |
| Admin fee / account holder | $144 | $69+108.9% | $13,880-99.0% | $97+47.9% |