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.5+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $18,352 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,318 | $58,512-31.1% | $84,015-52.0% | $72,985-44.8% |
| Participation rate | 26.7% | 61.2%-34.6pp | 69.0%-42.3pp | 69.5%-42.8pp |
| Annual return | 19.60% | 28.93%-9.3pp | 71.31%-51.7pp | 81.00%-61.4pp |
| Employer contribution / active EE | $330 | $1,163-71.7% | $1,983-83.4% | $2,440-86.5% |
| Participant deferral / active EE | $1,036 | $2,394-56.7% | $3,239-68.0% | $3,607-71.3% |
| Admin fee / account holder | $375 | $4,569-91.8% | $6,101-93.9% | $5,124-92.7% |