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 BANK4 years Service code 13 · EIN 06-1213065 | Contract Administrator | $4,733 |
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 | $44,335 | $37,426+18.5% | $77,482-42.8% | $79,858-44.5% |
| Participation rate | 61.3% | 41.5%+19.8pp | 54.2%+7.1pp | 69.6%-8.3pp |
| Annual return | 13.39% | 39.70%-26.3pp | 54.79%-41.4pp | 31.71%-18.3pp |
| Employer contribution / active EE | $1,473 | $637+131.4% | $986+49.3% | $2,471-40.4% |
| Participant deferral / active EE | $2,650 | $1,260+110.3% | $1,861+42.4% | $3,740-29.1% |
| Admin fee / account holder | $153 | $2,504-93.9% | $2,858-94.6% | $5,306-97.1% |