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 BANK6 years Service code 15 · EIN 31-1278433 | Recordkeeping | $45,062 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,022 | $101,317-52.6% | $146,958-67.3% | $74,495-35.5% |
| Participation rate | 69.4% | 75.5%-6.1pp | 82.2%-12.7pp | 67.2%+2.2pp |
| Annual return | 14.97% | 8730.91%-8715.9pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $1,994 | $3,810-47.7% | $4,933-59.6% | $2,623-24.0% |
| Participant deferral / active EE | $4,075 | $7,303-44.2% | $8,070-49.5% | $4,346-6.2% |
| Admin fee / account holder | $293 | $1,739-83.2% | $12,998-97.7% | $1,942-84.9% |