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 |
|---|---|---|
PEOPLE'S UNITED BANK2+ years Service code 15 · EIN 06-1213065 2 BURLINGTON SQUARE · BURLINGTON, VT 054020386 | Recordkeeping | $27,828 |
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 | $37,517 | $46,732-19.7% | $156,549-76.0% | $55,167-32.0% |
| Participation rate | 77.9% | 65.8%+12.1pp | 84.0%-6.1pp | 69.0%+8.9pp |
| Annual return | 7.09% | 17.72%-10.6pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $1,170 | $2,105-44.4% | $5,501-78.7% | $1,963-40.4% |
| Participant deferral / active EE | $2,113 | $2,204-4.2% | $4,871-56.6% | $3,054-30.8% |
| Admin fee / account holder | $146 | $418-65.0% | $13,027-98.9% | $504-70.9% |