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 | Contract Administrator | $18,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,733 | $31,679+0.2% | $74,701-57.5% | $65,185-51.3% |
| Participation rate | 62.8% | 40.4%+22.5pp | 54.5%+8.3pp | 70.2%-7.4pp |
| Annual return | 21.22% | 39.04%-17.8pp | 752.92%-731.7pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,344 | $566+137.5% | $1,084+24.1% | $2,177-38.2% |
| Participant deferral / active EE | $2,311 | $1,191+94.1% | $1,964+17.7% | $3,514-34.2% |
| Admin fee / account holder | $189 | $379-50.1% | $3,333-94.3% | $847-77.7% |