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 | $78,485-30.7% | $106,213-48.8% | $74,495-27.0% |
| Participation rate | 85.8% | 72.8%+13.0pp | 75.3%+10.6pp | 67.2%+18.6pp |
| Annual return | 14.43% | 15.95%-1.5pp | 116.14%-101.7pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,045 | $2,523-58.6% | $3,171-67.0% | $2,623-60.2% |
| Participant deferral / active EE | $3,332 | $4,322-22.9% | $5,016-33.6% | $4,346-23.3% |
| Admin fee / account holder | $251 | $2,232-88.8% | $11,033-97.7% | $1,942-87.1% |