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 TRUST2 years Service code 27 2036 WASHINGTON ST · HANOVER, MA 02339 | Advisory (Plan) | $24,460 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,947 |
Filed as: ANGELL PENSION GROUP Service code 13 · EIN 04-2530412 | Contract Administrator | $5,468 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,801 | $49,915-2.2% | $154,803-68.5% | $74,304-34.3% |
| Participation rate | 60.8% | 54.0%+6.8pp | 78.1%-17.3pp | 60.3%+0.4pp |
| Annual return | 11.90% | 34.06%-22.2pp | 58.88%-47.0pp | 29.43%-17.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,467 | $2,255+53.7% | $5,540-37.4% | $3,767-8.0% |
| Admin fee / account holder | $113 | $2,189-94.8% | $14,329-99.2% | $2,969-96.2% |