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 BANK4 years Service code 17 · EIN 31-1278433 | Pension Consulting | $9,972 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,849 | $42,894-67.7% | $60,874-77.2% | $68,494-79.8% |
| Participation rate | 60.2% | 66.8%-6.6pp | 73.1%-12.9pp | 67.9%-7.7pp |
| Annual return | -8.56% | -13.98%+5.4pp | 16.90%-25.5pp | -7.84%-0.7pp |
| Employer contribution / active EE | $496 | $1,978-74.9% | $2,701-81.6% | $2,596-80.9% |
| Participant deferral / active EE | $1,098 | $2,867-61.7% | $3,817-71.2% | $4,027-72.7% |
| Admin fee / account holder | $107 | $3,101-96.5% | $3,224-96.7% | $5,403-98.0% |