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 |
|---|---|---|
PEOPLE'S UNITED BANK2+ years Service code 15 · EIN 06-1213065 2 BURLINGTON SQUARE · BURLINGTON, VT 05401 | Recordkeeping | $33,511 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,523 | $52,884+42.8% | $84,750-10.9% | $55,167+36.9% |
| Participation rate | 82.4% | 67.5%+14.9pp | 76.6%+5.8pp | 69.0%+13.4pp |
| Annual return | 5.80% | 18.03%-12.2pp | 22.78%-17.0pp | 169.23%-163.4pp |
| Employer contribution / active EE | $616 | $2,233-72.4% | $3,574-82.8% | $1,963-68.6% |
| Participant deferral / active EE | $3,596 | $2,644+36.0% | $3,712-3.1% | $3,054+17.7% |
| Admin fee / account holder | $319 | $581-45.0% | $5,332-94.0% | $504-36.7% |