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 | $46,693 |
SENTINEL PENSION ADVISORS4 years Service code 26 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Advisory (Participants) | $35,000 |
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 | $203,255 | $91,407+122.4% | $135,903+49.6% | $71,457+184.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 18.53% | 29.90%-11.4pp | 68.23%-49.7pp | 28.85%-10.3pp |
| Employer contribution / active EE | $3,771 | $3,703+1.8% | $4,856-22.3% | $2,588+45.7% |
| Participant deferral / active EE | $9,799 | $7,092+38.2% | $7,758+26.3% | $4,289+128.5% |
| Admin fee / account holder | $314 | $1,266-75.2% | $10,762-97.1% | $1,587-80.2% |