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 BANK2 years Service code 15 · EIN 31-1278433 | Recordkeeping | $8,909 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,185 | $49,227-79.3% | $70,449-85.5% | $79,858-87.2% |
| Participation rate | 40.3% | 69.2%-28.9pp | 75.1%-34.8pp | 69.6%-29.4pp |
| Annual return | 20.79% | 30.06%-9.3pp | 109.03%-88.2pp | 31.71%-10.9pp |
| Employer contribution / active EE | $525 | $2,099-75.0% | $2,737-80.8% | $2,471-78.7% |
| Participant deferral / active EE | $824 | $2,768-70.2% | $3,709-77.8% | $3,740-78.0% |
| Admin fee / account holder | $169 | $2,878-94.1% | $3,845-95.6% | $5,306-96.8% |