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 |
|---|---|---|
ROCKLAND TRUST1 year Service code 26 · EIN 04-1782600 | Advisory (Participants) | $5,802 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $73,682 | $58,726+25.5% | $92,233-20.1% | $62,292+18.3% |
| Participation rate | 62.3% | 68.3%-6.0pp | 76.5%-14.2pp | 69.5%-7.2pp |
| Annual return | 22.00% | 43.62%-21.6pp | 176.28%-154.3pp | 28.90%-6.9pp |
| Employer contribution / active EE | $1,916 | $2,392-19.9% | $3,679-47.9% | $2,042-6.2% |
| Participant deferral / active EE | $4,647 | $2,766+68.0% | $3,897+19.3% | $3,169+46.6% |
| Admin fee / account holder | $12 | $556-97.9% | $5,194-99.8% | $479-97.5% |