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 |
|---|---|---|
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $31,196 |
ROCKLAND TRUST4 years Filed as: ROCKLAND TRUST CO. Service code 15 · EIN 04-1782600 | Recordkeeping | $30,437 |
ADP BROKER-DEALER4 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 | $82,658 | $96,484-14.3% | $156,263-47.1% | $74,304+11.2% |
| Participation rate | 94.0% | 67.7%+26.4pp | 78.9%+15.1pp | 60.3%+33.7pp |
| Annual return | 21.14% | 17.73%+3.4pp | 59.47%-38.3pp | 29.43%-8.3pp |
| Employer contribution / active EE | $4,216 | $2,528+66.7% | $4,333-2.7% | $2,241+88.1% |
| Participant deferral / active EE | $5,992 | $4,286+39.8% | $6,158-2.7% | $3,767+59.1% |
| Admin fee / account holder | $352 | $3,728-90.6% | $14,255-97.5% | $2,969-88.1% |