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 | $34,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $26,546 | $42,546-37.6% | $71,796-63.0% | $55,167-51.9% |
| Participation rate | 34.2% | 59.1%-24.9pp | 69.1%-34.9pp | 69.0%-34.8pp |
| Annual return | 5.73% | 12.36%-6.6pp | 78.04%-72.3pp | 169.23%-163.5pp |
| Employer contribution / active EE | $154 | $803-80.8% | $1,924-92.0% | $1,963-92.2% |
| Participant deferral / active EE | $1,135 | $2,064-45.0% | $2,794-59.4% | $3,054-62.8% |
| Admin fee / account holder | $255 | $650-60.7% | $4,815-94.7% | $504-49.3% |