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 3-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 |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $16,027 |
ROCKLAND TRUST1+ years Filed as: ROCKLAND TRUST CO. Service code 15 · EIN 04-1782600 | Recordkeeping | $12,847 |
OCONNOR DAVIES,1+ years Service code 15 · EIN 27-1728945 | Recordkeeping | $10,300 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,219 | $30,086+43.7% | $61,373-29.6% | $64,808-33.3% |
| Participation rate | 41.3% | 36.4%+4.9pp | 52.6%-11.3pp | 71.5%-30.2pp |
| Annual return | -17.69% | -13.99%-3.7pp | 338.61%-356.3pp | 32.82%-50.5pp |
| Employer contribution / active EE | $660 | $536+23.0% | $1,159-43.1% | $2,506-73.7% |
| Participant deferral / active EE | $1,315 | $1,126+16.8% | $2,125-38.1% | $4,310-69.5% |
| Admin fee / account holder | $259 | $148+75.1% | $2,130-87.8% | $188+38.1% |