See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $56,335 |
ROCKLAND TRUST3 years Filed as: ROCKLAND TRUST CO Service code 27 · EIN 04-1782600 | Advisory (Plan) | $39,619 |
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 | $128,334 | $73,638+74.3% | $95,952+33.7% | $73,488+74.6% |
| Participation rate | 90.2% | 76.2%+14.1pp | 77.1%+13.1pp | 70.7%+19.5pp |
| Annual return | 15.09% | 16.78%-1.7pp | 91.61%-76.5pp | 28.51%-13.4pp |
| Employer contribution / active EE | $3,126 | $1,863+67.8% | $2,541+23.0% | $2,270+37.7% |
| Participant deferral / active EE | $5,547 | $3,617+53.4% | $4,167+33.1% | $3,740+48.3% |
| Admin fee / account holder | $644 | $482+33.6% | $6,795-90.5% | $513+25.5% |