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 BANK3+ years Service code 15 · EIN 06-1213065 | Recordkeeping | $42,759 |
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 | $27,549 | $69,305-60.2% | $82,313-66.5% | $69,631-60.4% |
| Participation rate | 81.3% | 80.3%+1.1pp | 76.9%+4.4pp | 70.7%+10.6pp |
| Annual return | 19.23% | 21.47%-2.2pp | 25.88%-6.6pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $478 | $1,887-74.7% | $2,428-80.3% | $2,032-76.5% |
| Participant deferral / active EE | $2,022 | $3,568-43.3% | $3,706-45.4% | $3,224-37.3% |
| Admin fee / account holder | $175 | $97+80.3% | $5,608-96.9% | $110+58.7% |