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 TRUST7 years Service code 27 · EIN 04-1782600 | Advisory (Plan) | $20,000 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $15,729 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $366,133 | $100,923+262.8% | $150,045+144.0% | $74,304+392.7% |
| Participation rate | 73.9% | 70.1%+3.8pp | 82.3%-8.4pp | 60.3%+13.6pp |
| Annual return | 14.03% | 51.77%-37.7pp | 62.55%-48.5pp | 29.43%-15.4pp |
| Employer contribution / active EE | $4,158 | $3,463+20.0% | $4,693-11.4% | $2,241+85.5% |
| Participant deferral / active EE | $7,191 | $6,709+7.2% | $7,997-10.1% | $3,767+90.9% |
| Admin fee / account holder | $2 | $2,767-99.9% | $13,435-100.0% | $2,969-99.9% |