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 | $68,133 |
ROCKLAND TRUST5 years Service code 99 · EIN 04-1782600 | Other Fees | $25,273 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,962 | $50,982-31.4% | $154,803-77.4% | $85,563-59.1% |
| Participation rate | 93.2% | 59.8%+33.4pp | 78.1%+15.1pp | 66.0%+27.2pp |
| Annual return | 13.94% | 30.35%-16.4pp | 58.88%-44.9pp | 31.51%-17.6pp |
| Employer contribution / active EE | $987 | $1,708-42.2% | $4,305-77.1% | $2,654-62.8% |
| Participant deferral / active EE | $3,166 | $2,474+28.0% | $5,540-42.9% | $4,375-27.6% |
| Admin fee / account holder | $195 | $846-76.9% | $14,329-98.6% | $834-76.6% |