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 Service code 99 · EIN 04-1782600 | Other Fees | $17,972 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,839 | $56,485-40.1% | $185,823-81.8% | $86,799-61.0% |
| Participation rate | 69.1% | 65.5%+3.6pp | 81.7%-12.6pp | 72.3%-3.2pp |
| Annual return | 20.89% | 118.04%-97.1pp | 122.05%-101.2pp | 97.91%-77.0pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,397 | $2,553-6.1% | $5,568-56.9% | $4,131-42.0% |
| Admin fee / account holder | $179 | $150+19.5% | $16,237-98.9% | $170+5.4% |