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 |
|---|---|---|
TIAA4 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $16,393 |
ROCKLAND TRUST4 years Filed as: ROCKLAND TRUST CO Service code 16 · EIN 04-1782600 | Consulting | $7,527 |
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 | $81,449 | $48,795+66.9% | $65,493+24.4% | $84,808-4.0% |
| Participation rate | 96.1% | 67.0%+29.1pp | 73.1%+23.0pp | 68.3%+27.7pp |
| Annual return | 14.32% | 20.20%-5.9pp | 982.45%-968.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,924 | $1,930+51.5% | $2,574+13.6% | $2,631+11.1% |
| Participant deferral / active EE | $6,673 | $2,928+127.9% | $3,961+68.5% | $4,212+58.4% |
| Admin fee / account holder | $119 | $3,877-96.9% | $5,028-97.6% | $7,344-98.4% |