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 | $38,817 |
ROCKLAND TRUST5 years Filed as: ROCKLAND TRUST CO Service code 27 · EIN 04-1782600 | Advisory (Plan) | $25,000 |
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 | $117,343 | $65,435+79.3% | $86,677+35.4% | $66,914+75.4% |
| Participation rate | 94.8% | 75.5%+19.4pp | 76.6%+18.2pp | 69.8%+25.0pp |
| Annual return | -14.41% | -10.89%-3.5pp | 35.91%-50.3pp | 1.58%-16.0pp |
| Employer contribution / active EE | $3,702 | $2,153+71.9% | $2,836+30.5% | $2,544+45.5% |
| Participant deferral / active EE | $6,511 | $4,100+58.8% | $4,656+39.9% | $4,237+53.7% |
| Admin fee / account holder | $387 | $642-39.7% | $7,493-94.8% | $593-34.8% |