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 |
|---|---|---|
PEOPLES BANK6 years Service code 15 · EIN 47-4169196 P.O. BOX 738 · MARIETTA, OH 45750 | Recordkeeping | $60,886 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,380 | $78,483-30.7% | $106,201-48.8% | $74,546-27.1% |
| Participation rate | 85.8% | 72.8%+13.0pp | 75.3%+10.6pp | 67.2%+18.6pp |
| Annual return | 14.43% | 15.94%-1.5pp | 116.26%-101.8pp | 1366.03%-1351.6pp |
| Employer contribution / active EE | $1,045 | $2,522-58.6% | $3,170-67.0% | $2,624-60.2% |
| Participant deferral / active EE | $3,332 | $4,320-22.9% | $5,012-33.5% | $4,347-23.4% |
| Admin fee / account holder | $251 | $2,236-88.8% | $11,039-97.7% | $1,944-87.1% |