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 | $87,087 |
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 | $60,570 | $50,127+20.8% | $149,673-59.5% | $80,160-24.4% |
| Participation rate | 34.0% | 64.3%-30.3pp | 78.8%-44.7pp | 72.9%-38.9pp |
| Annual return | 21.61% | 29.82%-8.2pp | 134.42%-112.8pp | 40.38%-18.8pp |
| Employer contribution / active EE | $212 | $1,865-88.6% | $4,818-95.6% | $2,978-92.9% |
| Participant deferral / active EE | $1,238 | $3,194-61.2% | $5,680-78.2% | $5,017-75.3% |
| Admin fee / account holder | $189 | $153+23.7% | $13,210-98.6% | $145+30.3% |