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 | $37,157 |
SENTINEL PENSION ADVISORS5 years Service code 26 100 QUANNAPOWITT PARKWAY · WAKEFIELD, MA 01880 | Advisory (Participants) | $35,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,495 | $101,317+126.5% | $146,958+56.2% | $74,495+208.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 17.54% | 8730.91%-8713.4pp | 418.34%-400.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $5,130 | $3,810+34.6% | $4,933+4.0% | $2,623+95.6% |
| Participant deferral / active EE | $10,619 | $7,303+45.4% | $8,070+31.6% | $4,346+144.3% |
| Admin fee / account holder | $260 | $1,739-85.0% | $12,998-98.0% | $1,942-86.6% |