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 BANK5+ years Service code 13 · EIN 06-1213065 2 BURLINGTON SQUARE · BURLINGTON, VT 05402 | Contract Administrator | $14,449 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,881 | $49,138-41.2% | $84,015-65.6% | $65,185-55.7% |
| Participation rate | 41.1% | 60.7%-19.6pp | 69.0%-27.9pp | 70.2%-29.1pp |
| Annual return | 22.41% | 23.00%-0.6pp | 71.31%-48.9pp | 29.38%-7.0pp |
| Employer contribution / active EE | $478 | $914-47.7% | $1,983-75.9% | $2,177-78.1% |
| Participant deferral / active EE | $747 | $2,397-68.8% | $3,239-76.9% | $3,514-78.7% |
| Admin fee / account holder | $220 | $543-59.6% | $6,101-96.4% | $847-74.1% |