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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $29,339 |
ROCKLAND TRUST7 years Filed as: ROCKLAND TRUST CO Service code 27 · EIN 04-1782600 | Advisory (Plan) | $19,689 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,564 | $81,446+110.6% | $103,374+66.0% | $80,874+112.1% |
| Participation rate | 78.4% | 66.9%+11.6pp | 74.5%+3.9pp | 67.6%+10.8pp |
| Annual return | 17.13% | 25.57%-8.4pp | 24.89%-7.8pp | 35.62%-18.5pp |
| Employer contribution / active EE | $3,090 | $3,107-0.6% | $3,869-20.1% | $2,756+12.1% |
| Participant deferral / active EE | $8,487 | $3,870+119.3% | $5,058+67.8% | $4,297+97.5% |
| Admin fee / account holder | $490 | $6,715-92.7% | $8,394-94.2% | $6,935-92.9% |