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 | $50,982-6.3% | $154,803-69.1% | $85,563-44.1% |
| Participation rate | 43.8% | 59.8%-16.0pp | 78.1%-34.2pp | 66.0%-22.1pp |
| Annual return | 16.02% | 30.35%-14.3pp | 58.88%-42.9pp | 31.51%-15.5pp |
| Employer contribution / active EE | $580 | $1,708-66.0% | $4,305-86.5% | $2,654-78.1% |
| Participant deferral / active EE | $1,167 | $2,474-52.8% | $5,540-78.9% | $4,375-73.3% |
| Admin fee / account holder | $251 | $846-70.4% | $14,329-98.3% | $834-70.0% |