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 |
|---|---|---|
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping Fees | $9,461 |
ROCKLAND TRUST1 year Filed as: ROCKLAND TRUST CO Service code 16 · EIN 04-1782600 2036 WASHINGTON ST · HANOVER, MA 023391617 | Consulting | $8,981 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,414 | $42,894+45.5% | $60,874+2.5% | $68,494-8.9% |
| Participation rate | 85.9% | 66.8%+19.1pp | 73.1%+12.8pp | 67.9%+18.0pp |
| Annual return | -15.04% | -13.98%-1.1pp | 16.90%-31.9pp | -7.84%-7.2pp |
| Employer contribution / active EE | $3,665 | $1,978+85.3% | $2,701+35.7% | $2,596+41.2% |
| Participant deferral / active EE | $6,062 | $2,867+111.5% | $3,817+58.8% | $4,027+50.5% |
| Admin fee / account holder | $90 | $3,101-97.1% | $3,224-97.2% | $5,403-98.3% |