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 10-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 TRUST1 year Service code 27 · EIN 04-1782600 | Advisory (Plan) | $29,251 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $5,891 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $38,029 | $88,890-57.2% | $102,423-62.9% | $77,643-51.0% |
| Participation rate | 91.0% | 80.9%+10.1pp | 76.5%+14.5pp | 70.6%+20.4pp |
| Annual return | 15.52% | 24.98%-9.5pp | 29.32%-13.8pp | 31.24%-15.7pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,966 | $5,145-22.9% | $5,053-21.5% | $4,647-14.7% |
| Admin fee / account holder | $72 | $235-69.3% | $9,451-99.2% | $430-83.2% |