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 BANK3 years Service code 15 · EIN 31-1278433 | Recordkeeping | $11,002 |
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 | $18,063 | $53,822-66.4% | $75,696-76.1% | $85,850-79.0% |
| Participation rate | 74.6% | 69.1%+5.6pp | 74.8%-0.2pp | 69.3%+5.3pp |
| Annual return | 88.65% | 24.54%+64.1pp | 104.53%-15.9pp | 318.53%-229.9pp |
| Employer contribution / active EE | $2,396 | $2,017+18.8% | $2,743-12.6% | $2,565-6.6% |
| Participant deferral / active EE | $1,187 | $2,895-59.0% | $3,821-68.9% | $3,952-70.0% |
| Admin fee / account holder | $163 | $3,343-95.1% | $3,619-95.5% | $6,260-97.4% |