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 9-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 BANK1+ years Service code 15 · EIN 06-1213065 | Recordkeeping | $39,824 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,179 | $72,770-72.3% | $67,652-70.2% | $55,191-63.4% |
| Participation rate | 81.7% | 78.8%+3.0pp | 75.7%+6.1pp | 69.2%+12.6pp |
| Annual return | 1.62% | -3.26%+4.9pp | 6625.04%-6623.4pp | 10.78%-9.2pp |
| Employer contribution / active EE | $437 | $1,769-75.3% | $2,266-80.7% | $1,899-77.0% |
| Participant deferral / active EE | $1,888 | $3,408-44.6% | $3,560-47.0% | $3,046-38.0% |
| Admin fee / account holder | $174 | $79+120.7% | $4,821-96.4% | $91+91.6% |