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.4+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $77,809 |
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 | $36,653 | $45,382-19.2% | $154,107-76.2% | $75,289-51.3% |
| Participation rate | 34.6% | 65.9%-31.3pp | 83.0%-48.5pp | 72.4%-37.9pp |
| Annual return | -4.27% | -0.47%-3.8pp | 735.12%-739.4pp | -0.04%-4.2pp |
| Employer contribution / active EE | $174 | $1,533-88.6% | $5,298-96.7% | $2,405-92.7% |
| Participant deferral / active EE | $1,020 | $2,384-57.2% | $5,081-79.9% | $3,739-72.7% |
| Admin fee / account holder | $159 | $89+78.2% | $13,411-98.8% | $102+55.5% |