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 | $26,815 |
SUTTLE & STALNAKER, PLLC2+ years Filed as: SUTTLE & STALNAKER Service code 10 · EIN 55-0538163 | Accounting | $9,000 |
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 | $3,750 | $57,921-93.5% | $84,750-95.6% | $57,658-93.5% |
| Participation rate | 81.6% | 72.9%+8.7pp | 76.6%+5.1pp | 70.2%+11.4pp |
| Annual return | 5.64% | 10.24%-4.6pp | 22.78%-17.1pp | 5.13%+0.5pp |
| Employer contribution / active EE | $1,411 | $2,598-45.7% | $3,574-60.5% | $1,974-28.5% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $71 | $130-45.6% | $5,332-98.7% | $95-25.4% |