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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| 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% |