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 | $42,586 |
SENTINEL PENSION ADVISORS3 years Service code 26 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Advisory (Participants) | $35,000 |
BAKER NEWMAN NOYES6 years Filed as: BAKER, NEWMAN & NOYES, LLC Service code 10 · EIN 01-0494526 | Accounting | $8,939 |
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 | $177,815 | $84,487+110.5% | $125,339+41.9% | $66,914+165.7% |
| Participation rate | 75.5% | 76.4%-0.9pp | 82.4%-6.8pp | 69.8%+5.7pp |
| Annual return | -16.76% | -8.39%-8.4pp | 572.05%-588.8pp | 1.58%-18.3pp |
| Employer contribution / active EE | $3,054 | $3,553-14.0% | $4,814-36.5% | $2,544+20.1% |
| Participant deferral / active EE | $7,964 | $6,781+17.4% | $7,446+7.0% | $4,237+88.0% |
| Admin fee / account holder | $347 | $685-49.3% | $10,010-96.5% | $593-41.5% |