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 |
|---|---|---|
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $25,629 |
ROCKLAND TRUST2 years Filed as: ROCKLAND TRUST CO. Service code 15 · EIN 04-1782600 | Recordkeeping | $21,923 |
ADP BROKER-DEALER2 years 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 | $54,245 | $82,978-34.6% | $129,995-58.3% | $71,457-24.1% |
| Participation rate | 95.1% | 74.1%+21.1pp | 78.5%+16.7pp | 67.9%+27.2pp |
| Annual return | 17.32% | 20.60%-3.3pp | -137.18%+154.5pp | 28.85%-11.5pp |
| Employer contribution / active EE | $3,165 | $2,622+20.7% | $4,320-26.7% | $2,588+22.3% |
| Participant deferral / active EE | $4,426 | $4,432-0.1% | $5,820-24.0% | $4,289+3.2% |
| Admin fee / account holder | $250 | $1,729-85.5% | $10,614-97.6% | $1,587-84.2% |