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+ years Service code 99 · EIN 04-1782600 | Other Fees | $17,342 |
Filed as: MASS MUTUAL LIFE INS. CO. Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $4,150 |
Filed as: MASS MUTUAL LIFE INS. CO Service code 72 | Other investment fees and expenses | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,834 | $50,464+26.5% | $75,781-15.8% | $52,331+22.0% |
| Participation rate | 65.3% | 66.8%-1.5pp | 75.8%-10.5pp | 68.1%-2.8pp |
| Annual return | -3.47% | 1.03%-4.5pp | 9.68%-13.1pp | 4.54%-8.0pp |
| Employer contribution / active EE | $4,030 | $1,988+102.7% | $3,323+21.3% | $1,882+114.2% |
| Participant deferral / active EE | $1,803 | $2,570-29.8% | $3,651-50.6% | $3,022-40.3% |
| Admin fee / account holder | $43 | $1,103-96.1% | $5,299-99.2% | $592-92.8% |