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 | $81,460+110.6% | $103,333+66.0% | $80,856+112.2% |
| Participation rate | 78.4% | 66.8%+11.6pp | 74.5%+3.9pp | 67.6%+10.8pp |
| Annual return | 17.13% | 25.55%-8.4pp | 24.88%-7.8pp | 35.59%-18.5pp |
| Employer contribution / active EE | $3,090 | $3,105-0.5% | $3,868-20.1% | $2,755+12.2% |
| Participant deferral / active EE | $8,487 | $3,869+119.4% | $5,057+67.8% | $4,296+97.6% |
| Admin fee / account holder | $490 | $6,566-92.5% | $8,355-94.1% | $6,918-92.9% |