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 BANK5+ years Service code 13 · EIN 06-1213065 2 BURLINGTON SQUARE · BURLINGTON, VT 05401 | Contract Administrator | $40,219 |
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 | $32,677 | $73,404-55.5% | $87,100-62.5% | $67,579-51.6% |
| Participation rate | 79.5% | 80.9%-1.4pp | 76.9%+2.6pp | 71.3%+8.2pp |
| Annual return | 20.81% | 48.29%-27.5pp | 28.19%-7.4pp | 378.56%-357.7pp |
| Employer contribution / active EE | $544 | $2,014-73.0% | $2,521-78.4% | $2,148-74.7% |
| Participant deferral / active EE | $2,237 | $3,913-42.8% | $4,049-44.7% | $3,539-36.8% |
| Admin fee / account holder | $156 | $142+10.5% | $7,497-97.9% | $142+10.0% |