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 |
|---|---|---|
Filed as: JOHN HANCOCK Service code 13 200 BERKELY STREET · BOSTON, MA 02116 | Contract Administrator | $38,732 |
SENTINEL PENSION ADVISORS2 years Service code 26 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Advisory (Participants) | $35,000 |
BAKER NEWMAN NOYES5 years Filed as: BAKER, NEWMAN & NOYES, LLC Service code 10 · EIN 01-0494526 | Accounting | $5,374 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,527 | $104,475+110.1% | $159,436+37.7% | $79,386+176.5% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 43.17% | 67.95%-24.8pp | 263.57%-220.4pp | 116.85%-73.7pp |
| Employer contribution / active EE | $4,949 | $3,417+44.8% | $4,829+2.5% | $2,427+103.9% |
| Participant deferral / active EE | $8,460 | $6,467+30.8% | $7,352+15.1% | $4,046+109.1% |
| Admin fee / account holder | $324 | $711-54.4% | $10,799-97.0% | $626-48.2% |