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 FINANCIAL2 years Service code 27 · EIN 48-0369700 | Advisory (Plan) | $33,055 |
THE VANGUARD GROUP, INC.9 years Service code 15 · EIN 23-1945930 | Recordkeeping | $17,765 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,926 | $84,556-52.8% | $116,228-65.6% | $74,304-46.3% |
| Participation rate | 90.0% | 66.0%+24.0pp | 74.6%+15.4pp | 60.3%+29.7pp |
| Annual return | 13.79% | 18.35%-4.6pp | 90.06%-76.3pp | 29.43%-15.6pp |
| Employer contribution / active EE | $693 | $2,168-68.0% | $2,994-76.8% | $2,241-69.1% |
| Participant deferral / active EE | $2,370 | $3,814-37.9% | $4,953-52.2% | $3,767-37.1% |
| Admin fee / account holder | $219 | $3,792-94.2% | $11,989-98.2% | $2,969-92.6% |