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 12 · EIN 31-1278433 | Sub-transfer agency fees; Recordkeepi... | $32,657 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,263 | $61,156-55.4% | $185,823-85.3% | $79,386-65.7% |
| Participation rate | 85.1% | 66.6%+18.5pp | 81.7%+3.4pp | 70.7%+14.4pp |
| Annual return | 11.09% | 19.45%-8.4pp | 122.05%-111.0pp | 116.85%-105.8pp |
| Employer contribution / active EE | $1,106 | $2,321-52.3% | $5,167-78.6% | $2,427-54.4% |
| Participant deferral / active EE | $1,647 | $2,789-40.9% | $5,568-70.4% | $4,046-59.3% |
| Admin fee / account holder | $175 | $710-75.3% | $16,237-98.9% | $626-72.0% |