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 TRUST3 years Service code 27 2036 WASHINGTON ST · HANOVER, MA 02339 | Advisory (Plan) | $13,585 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,689 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,818 |
TD AMERITRADE, INC.2 years Filed as: TD AMERITRADE INC Service code 33 | Securities brokerage | $0 |
TD AMERITRADE, INC.6+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,390 | $73,638-28.9% | $95,952-45.4% | $73,488-28.7% |
| Participation rate | 86.5% | 76.2%+10.4pp | 77.1%+9.5pp | 70.7%+15.9pp |
| Annual return | 11.60% | 16.78%-5.2pp | 91.61%-80.0pp | 28.51%-16.9pp |
| Employer contribution / active EE | $1,016 | $1,863-45.5% | $2,541-60.0% | $2,270-55.3% |
| Participant deferral / active EE | $4,644 | $3,617+28.4% | $4,167+11.5% | $3,740+24.2% |
| Admin fee / account holder | $171 | $482-64.6% | $6,795-97.5% | $513-66.7% |