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 | $65,398 |
ROCKLAND TRUST4 years Service code 99 · EIN 04-1782600 | Other Fees | $11,521 |
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 | $33,033 | $50,815-35.0% | $155,509-78.8% | $77,643-57.5% |
| Participation rate | 82.3% | 63.1%+19.1pp | 78.2%+4.1pp | 70.6%+11.7pp |
| Annual return | 25.88% | 34.80%-8.9pp | 64.67%-38.8pp | 31.24%-5.4pp |
| Employer contribution / active EE | $943 | $1,993-52.7% | $4,672-79.8% | $2,726-65.4% |
| Participant deferral / active EE | $2,993 | $2,822+6.1% | $5,626-46.8% | $4,647-35.6% |
| Admin fee / account holder | $206 | $437-52.8% | $15,912-98.7% | $430-52.1% |