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 |
|---|---|---|
ROCKLAND TRUST2+ years Filed as: ROCKLAND TRUST CO. Service code 15 · EIN 04-1782600 | Recordkeeping | $27,532 |
ADP BROKER-DEALER2+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,941 |
OCONNOR DAVIES,2+ years Service code 15 · EIN 27-1728945 | Recordkeeping | $10,600 |
ADP BROKER-DEALER2+ 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 | $49,390 | $26,114+89.1% | $58,482-15.5% | $74,419-33.6% |
| Participation rate | 44.7% | 32.1%+12.5pp | 50.9%-6.2pp | 70.7%-26.1pp |
| Annual return | 18.37% | 32.51%-14.1pp | 4239.32%-4221.0pp | 34.38%-16.0pp |
| Employer contribution / active EE | $810 | $536+51.2% | $1,053-23.1% | $2,637-69.3% |
| Participant deferral / active EE | $1,608 | $1,075+49.7% | $1,924-16.4% | $4,528-64.5% |
| Admin fee / account holder | $271 | $649-58.2% | $2,516-89.2% | $348-22.0% |