See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $9,431 |
ROCKLAND TRUST1 year Filed as: ROCKLAND TRUST CO. Service code 15 · EIN 04-1782600 | Recordkeeping | $8,387 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $22,442 | $81,248-72.4% | $155,509-85.6% | $80,856-72.2% |
| Participation rate | 95.8% | 66.2%+29.6pp | 78.2%+17.6pp | 67.6%+28.2pp |
| Annual return | 14.16% | 33.31%-19.2pp | 64.67%-50.5pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,955 | $3,100-36.9% | $4,672-58.2% | $2,755-29.0% |
| Participant deferral / active EE | $4,738 | $3,452+37.3% | $5,626-15.8% | $4,296+10.3% |
| Admin fee / account holder | $139 | $7,997-98.3% | $15,912-99.1% | $6,918-98.0% |