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 BANK4+ years Service code 13 · EIN 06-1213065 2 BURLINGTON SQUARE · BURLINGTON, VT 05401 | Contract Administrator | $41,605 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,795 | $65,118-57.3% | $76,768-63.8% | $55,725-50.1% |
| Participation rate | 83.8% | 79.6%+4.2pp | 77.0%+6.9pp | 70.9%+13.0pp |
| Annual return | -3.68% | -1.27%-2.4pp | 2.43%-6.1pp | 244.93%-248.6pp |
| Employer contribution / active EE | $523 | $1,941-73.1% | $2,485-79.0% | $2,078-74.9% |
| Participant deferral / active EE | $2,257 | $3,688-38.8% | $3,852-41.4% | $3,356-32.8% |
| Admin fee / account holder | $185 | $116+60.1% | $6,675-97.2% | $115+61.0% |