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 BANK2+ years Service code 15 · EIN 06-1213065 | Recordkeeping | $40,458 |
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.
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 | $22,700 | $63,905-64.5% | $74,183-69.4% | $57,658-60.6% |
| Participation rate | 78.3% | 79.8%-1.5pp | 76.6%+1.7pp | 70.2%+8.1pp |
| Annual return | 6.93% | 60.60%-53.7pp | 17.74%-10.8pp | 5.13%+1.8pp |
| Employer contribution / active EE | $433 | $1,840-76.5% | $2,370-81.7% | $1,974-78.1% |
| Participant deferral / active EE | $1,839 | $3,448-46.7% | $3,550-48.2% | $3,061-39.9% |
| Admin fee / account holder | $176 | $91+93.3% | $5,586-96.8% | $95+86.2% |