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.6+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $83,052 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,659 | $56,095+4.6% | $178,490-67.1% | $90,288-35.0% |
| Participation rate | 32.1% | 65.6%-33.5pp | 81.9%-49.8pp | 73.4%-41.3pp |
| Annual return | 29.13% | 28.81%+0.3pp | 151.07%-121.9pp | 53.97%-24.8pp |
| Employer contribution / active EE | $190 | $1,572-87.9% | $5,011-96.2% | $2,524-92.5% |
| Participant deferral / active EE | $1,073 | $2,669-59.8% | $5,202-79.4% | $4,232-74.7% |
| Admin fee / account holder | $174 | $101+73.4% | $13,984-98.8% | $114+53.0% |