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 TRUST1 year Filed as: ROCKLAND TRUST CO. Service code 15 · EIN 04-1782600 | Recordkeeping | $15,402 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $8,517 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,333 | $86,655-45.4% | $119,609-60.4% | $66,914-29.3% |
| Participation rate | 91.3% | 75.6%+15.8pp | 79.3%+12.1pp | 69.8%+21.5pp |
| Annual return | -14.70% | -8.00%-6.7pp | -14.97%+0.3pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,850 | $2,536+12.4% | $4,232-32.7% | $2,544+12.0% |
| Participant deferral / active EE | $3,582 | $4,358-17.8% | $5,602-36.1% | $4,237-15.5% |
| Admin fee / account holder | $192 | $755-74.5% | $10,323-98.1% | $593-67.6% |