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 10-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 13 · EIN 06-1213065 2 BURLINGTON SQUARE · BURLINGTON, VT 05402 | Contract Administrator | $15,658 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,144 | $51,466-45.3% | $78,778-64.3% | $62,292-54.8% |
| Participation rate | 37.5% | 59.8%-22.3pp | 69.2%-31.7pp | 69.5%-32.0pp |
| Annual return | 17.56% | 19.96%-2.4pp | 35.62%-18.1pp | 28.90%-11.3pp |
| Employer contribution / active EE | $419 | $827-49.3% | $1,986-78.9% | $2,042-79.5% |
| Participant deferral / active EE | $685 | $2,147-68.1% | $2,958-76.8% | $3,169-78.4% |
| Admin fee / account holder | $237 | $489-51.5% | $5,134-95.4% | $479-50.5% |