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 TRUST3+ years Filed as: ROCKLAND TRUST CO. Service code 15 · EIN 04-1782600 | Recordkeeping | $33,893 |
ADP BROKER-DEALER3+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $22,756 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 15 · EIN 27-1728945 | Recordkeeping | $11,600 |
ADP BROKER-DEALER3+ 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 | $55,888 | $29,548+89.1% | $56,411-0.9% | $77,643-28.0% |
| Participation rate | 41.9% | 32.7%+9.2pp | 52.5%-10.6pp | 70.6%-28.7pp |
| Annual return | 13.64% | 19.01%-5.4pp | 1701.33%-1687.7pp | 31.24%-17.6pp |
| Employer contribution / active EE | $754 | $568+32.9% | $1,039-27.4% | $2,726-72.3% |
| Participant deferral / active EE | $1,575 | $1,061+48.5% | $1,952-19.3% | $4,647-66.1% |
| Admin fee / account holder | $288 | $1,046-72.4% | $2,829-89.8% | $430-33.0% |