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 BANK6+ years Service code 13 · EIN 06-1213065 2 BURLINGTON SQUARE · BURLINGTON, VT 05402 | Contract Administrator | $15,728 |
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).
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 | $30,662 | $54,573-43.8% | $90,951-66.3% | $73,488-58.3% |
| Participation rate | 48.4% | 61.2%-12.8pp | 69.0%-20.6pp | 70.7%-22.3pp |
| Annual return | 18.66% | 16.69%+2.0pp | 134.60%-115.9pp | 28.51%-9.9pp |
| Employer contribution / active EE | $568 | $991-42.7% | $2,122-73.2% | $2,270-75.0% |
| Participant deferral / active EE | $848 | $2,517-66.3% | $3,373-74.9% | $3,740-77.3% |
| Admin fee / account holder | $197 | $521-62.2% | $5,959-96.7% | $513-61.6% |