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-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $29,486 |
ROCKLAND TRUST3 years Filed as: ROCKLAND TRUST CO. Service code 15 · EIN 04-1782600 | Recordkeeping | $26,188 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,884 | $88,083-22.9% | $164,813-58.8% | $74,495-8.9% |
| Participation rate | 96.1% | 73.0%+23.1pp | 78.6%+17.5pp | 67.2%+28.9pp |
| Annual return | 13.25% | 17.26%-4.0pp | 69.93%-56.7pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $4,454 | $2,593+71.8% | $4,341+2.6% | $2,623+69.8% |
| Participant deferral / active EE | $5,770 | $4,498+28.3% | $6,031-4.3% | $4,346+32.8% |
| Admin fee / account holder | $316 | $2,234-85.8% | $12,690-97.5% | $1,942-83.7% |