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 | $48,772 |
ROCKLAND TRUST3 years Service code 99 · EIN 04-1782600 | Other Fees | $18,566 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,335 | $47,126-48.4% | $149,673-83.7% | $74,419-67.3% |
| Participation rate | 81.6% | 63.4%+18.2pp | 78.8%+2.9pp | 70.7%+10.9pp |
| Annual return | 13.33% | 22.75%-9.4pp | 134.42%-121.1pp | 34.38%-21.0pp |
| Employer contribution / active EE | $823 | $1,905-56.8% | $4,818-82.9% | $2,637-68.8% |
| Participant deferral / active EE | $2,907 | $2,728+6.6% | $5,680-48.8% | $4,528-35.8% |
| Admin fee / account holder | $140 | $343-59.1% | $13,210-98.9% | $348-59.7% |