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 8-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 BANK1 year Service code 15 · EIN 31-1278433 | Recordkeeping | $8,422 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,551 | $54,573-77.0% | $90,951-86.2% | $73,488-82.9% |
| Participation rate | 78.6% | 61.2%+17.4pp | 69.0%+9.6pp | 70.7%+7.9pp |
| Annual return | 25.65% | 16.69%+9.0pp | 134.60%-108.9pp | 28.51%-2.9pp |
| Employer contribution / active EE | $1,304 | $991+31.5% | $2,122-38.6% | $2,270-42.6% |
| Participant deferral / active EE | $2,971 | $2,517+18.0% | $3,373-11.9% | $3,740-20.6% |
| Admin fee / account holder | $97 | $521-81.5% | $5,959-98.4% | $513-81.2% |