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 |
|---|---|---|
Service code 27 1001 HINGHAM STREET · ROCKLAND, MA 023703318 | Advisory (Plan) | $14,595 |
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 | $34,174 | $86,332-60.4% | $125,175-72.7% | $65,185-47.6% |
| Participation rate | 85.8% | 75.3%+10.5pp | 79.8%+6.0pp | 70.2%+15.6pp |
| Annual return | 21.79% | 27.43%-5.6pp | 43.79%-22.0pp | 29.38%-7.6pp |
| Employer contribution / active EE | $837 | $2,040-59.0% | $3,865-78.4% | $2,177-61.6% |
| Participant deferral / active EE | $2,126 | $3,537-39.9% | $4,937-56.9% | $3,514-39.5% |
| Admin fee / account holder | $105 | $609-82.8% | $9,702-98.9% | $847-87.6% |