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) | $13,120 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $35,965 | $81,474-55.9% | $133,956-73.2% | $73,488-51.1% |
| Participation rate | 83.6% | 76.4%+7.2pp | 79.8%+3.7pp | 70.7%+12.9pp |
| Annual return | 16.32% | 19.40%-3.1pp | 45.09%-28.8pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,311 | $2,209-40.7% | $3,919-66.5% | $2,270-42.3% |
| Participant deferral / active EE | $2,240 | $3,786-40.9% | $5,048-55.6% | $3,740-40.1% |
| Admin fee / account holder | $79 | $713-89.0% | $8,927-99.1% | $513-84.6% |