See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED TRUST COMPANY, N.A.2+ years Service code 15 · EIN 30-0219031 | Recordkeeping | $79,890 |
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 | $71,740 | $50,982+40.7% | $154,803-53.7% | $85,563-16.2% |
| Participation rate | 65.5% | 59.8%+5.7pp | 78.1%-12.6pp | 66.0%-0.5pp |
| Annual return | 16.98% | 30.35%-13.4pp | 58.88%-41.9pp | 31.51%-14.5pp |
| Employer contribution / active EE | $1,765 | $1,708+3.3% | $4,305-59.0% | $2,654-33.5% |
| Participant deferral / active EE | $3,809 | $2,474+54.0% | $5,540-31.2% | $4,375-12.9% |
| Admin fee / account holder | $105 | $846-87.6% | $14,329-99.3% | $834-87.4% |