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 TRUST2 years Filed as: ROCKLAND TRUST CO Service code 27 · EIN 04-1782600 | Advisory (Plan) | $22,917 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,324 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,536 | $110,257+44.7% | $96,544+65.2% | $139,434+14.4% |
| Participation rate | 94.4% | 78.1%+16.4pp | 76.0%+18.5pp | 80.3%+14.1pp |
| Annual return | 14.82% | 26.32%-11.5pp | 25.84%-11.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $14,484 | $5,548+161.1% | $4,851+198.6% | $6,710+115.8% |
| Admin fee / account holder | $251 | $11,591-97.8% | $8,252-97.0% | $11,403-97.8% |