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 | $37,774 |
SENTINEL PENSION ADVISORS6 years Service code 26 100 QUANNAPOWITT PARKWAY, SUITE 402 · WAKEFIELD, MA 01880 | Advisory (Participants) | $35,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $252,661 | $100,923+150.3% | $150,045+68.4% | $74,304+240.0% |
| Participation rate | 99.5% | 70.1%+29.4pp | 82.3%+17.2pp | 60.3%+39.1pp |
| Annual return | 14.27% | 51.77%-37.5pp | 62.55%-48.3pp | 29.43%-15.2pp |
| Employer contribution / active EE | $7,591 | $3,463+119.2% | $4,693+61.7% | $2,241+238.7% |
| Participant deferral / active EE | $11,409 | $6,709+70.0% | $7,997+42.7% | $3,767+202.8% |
| Admin fee / account holder | $262 | $2,767-90.5% | $13,435-98.1% | $2,969-91.2% |