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 BANK3+ years Service code 15 · EIN 06-1213065 2 BURLINGTON SQUARE · BURLINGTON, VT 054020386 | Recordkeeping | $29,638 |
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 | $43,115 | $55,453-22.2% | $170,442-74.7% | $62,292-30.8% |
| Participation rate | 76.5% | 66.4%+10.1pp | 83.6%-7.1pp | 69.5%+7.0pp |
| Annual return | 16.57% | 21.38%-4.8pp | 205.93%-189.4pp | 28.90%-12.3pp |
| Employer contribution / active EE | $1,147 | $2,164-47.0% | $5,433-78.9% | $2,042-43.8% |
| Participant deferral / active EE | $2,118 | $2,303-8.0% | $4,939-57.1% | $3,169-33.2% |
| Admin fee / account holder | $148 | $455-67.4% | $13,880-98.9% | $479-69.1% |