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.10+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $94,894 |
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 | $67,498 | $53,136+27.0% | $155,509-56.6% | $199,593-66.2% |
| Participation rate | 33.6% | 64.1%-30.5pp | 78.2%-44.6pp | 72.0%-38.4pp |
| Annual return | 17.22% | 41.15%-23.9pp | 64.67%-47.4pp | 34.25%-17.0pp |
| Employer contribution / active EE | $226 | $1,851-87.8% | $4,672-95.2% | $3,034-92.5% |
| Participant deferral / active EE | $1,289 | $3,161-59.2% | $5,626-77.1% | $5,087-74.7% |
| Admin fee / account holder | $205 | $185+10.6% | $15,912-98.7% | $269-23.8% |