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 BANK6+ years Service code 13 · EIN 06-1213065 2 BURLINGTON SQUARE · BURLINGTON, VT 05401 | Contract Administrator | $35,360 |
NEWPORT GROUP, INC.1 year Service code 13 · EIN 27-2037969 | Contract Administrator | $8,273 |
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 | $53,049 | $73,638-28.0% | $95,952-44.7% | $73,488-27.8% |
| Participation rate | 82.5% | 76.2%+6.4pp | 77.1%+5.5pp | 70.7%+11.9pp |
| Annual return | 15.57% | 16.78%-1.2pp | 91.61%-76.0pp | 28.51%-12.9pp |
| Employer contribution / active EE | $777 | $1,863-58.3% | $2,541-69.4% | $2,270-65.8% |
| Participant deferral / active EE | $3,055 | $3,617-15.5% | $4,167-26.7% | $3,740-18.3% |
| Admin fee / account holder | $240 | $482-50.3% | $6,795-96.5% | $513-53.3% |