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 TRUST6 years Service code 27 2036 WASHINGTON ST · HANOVER, MA 02339 | Advisory (Plan) | $13,886 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,662 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,452 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,388 | $76,050-8.8% | $96,544-28.1% | $71,457-2.9% |
| Participation rate | 83.9% | 74.4%+9.5pp | 76.0%+8.0pp | 67.9%+16.0pp |
| Annual return | 11.26% | 22.81%-11.6pp | 25.84%-14.6pp | 28.85%-17.6pp |
| Employer contribution / active EE | $985 | $2,244-56.1% | $2,965-66.8% | $2,588-61.9% |
| Participant deferral / active EE | $4,213 | $4,215-0.1% | $4,851-13.2% | $4,289-1.8% |
| Admin fee / account holder | $231 | $2,707-91.5% | $8,252-97.2% | $1,587-85.4% |