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 |
|---|---|---|
TIAA2 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $11,212 |
ROCKLAND TRUST2 years Filed as: ROCKLAND TRUST CO Service code 16 · EIN 04-1782600 | Consulting | $7,281 |
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 | $72,643 | $46,553+56.0% | $64,056+13.4% | $75,163-3.4% |
| Participation rate | 98.8% | 65.9%+32.8pp | 72.3%+26.4pp | 67.2%+31.6pp |
| Annual return | 16.94% | 26.03%-9.1pp | 33.69%-16.7pp | 160.62%-143.7pp |
| Employer contribution / active EE | $3,879 | $1,974+96.5% | $2,747+41.3% | $2,670+45.3% |
| Participant deferral / active EE | $6,309 | $2,837+122.4% | $3,880+62.6% | $4,125+52.9% |
| Admin fee / account holder | $87 | $2,952-97.0% | $3,068-97.2% | $5,651-98.5% |