See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,833 |
ROCKLAND TRUST1 year Filed as: ROCKLAND TRUST CO Service code 27 · EIN 04-1782600 | Advisory (Plan) | $19,355 |
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,966 | $93,182-37.8% | $146,665-60.5% | $79,386-27.0% |
| Participation rate | 83.6% | 76.4%+7.1pp | 80.1%+3.5pp | 70.7%+12.8pp |
| Annual return | 15.72% | 21.61%-5.9pp | 22.74%-7.0pp | 116.85%-101.1pp |
| Employer contribution / active EE | $1,962 | $2,420-18.9% | $4,136-52.6% | $2,427-19.2% |
| Participant deferral / active EE | $2,728 | $4,169-34.6% | $5,506-50.5% | $4,046-32.6% |
| Admin fee / account holder | $237 | $585-59.5% | $10,280-97.7% | $626-62.2% |