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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $46,905 |
ROCKLAND TRUST2 years Service code 99 · EIN 04-1782600 | Other Fees | $18,368 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,550 | $46,292-47.0% | $143,757-82.9% | $64,808-62.1% |
| Participation rate | 70.3% | 64.2%+6.1pp | 80.3%-10.0pp | 71.5%-1.2pp |
| Annual return | -16.39% | -10.05%-6.3pp | -0.04%-16.3pp | 32.82%-49.2pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $2,555 | $2,646-3.4% | $5,637-54.7% | $4,310-40.7% |
| Admin fee / account holder | $168 | $154+8.9% | $14,673-98.9% | $188-10.8% |