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 COMPANY11+ years Filed as: ASSOCIATED TRUST, N.A. Service code 15 · EIN 30-0219031 | Recordkeeping | $35,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,793 | $46,464+2.9% | $150,298-68.2% | $79,634-40.0% |
| Participation rate | 43.8% | 57.0%-13.1pp | 77.8%-33.9pp | 62.5%-18.7pp |
| Annual return | 16.02% | 27.89%-11.9pp | 62.79%-46.8pp | 36.46%-20.4pp |
| Employer contribution / active EE | $580 | $1,512-61.6% | $4,154-86.0% | $2,529-77.1% |
| Participant deferral / active EE | $1,167 | $2,157-45.9% | $5,453-78.6% | $3,835-69.6% |
| Admin fee / account holder | $251 | $891-71.9% | $14,116-98.2% | $1,002-75.0% |