Filed March 7, 2025 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 27 29 SAWYER ROAD · WALTHAM, MA 02451 | Advisory (Plan) | $33,590 |
Filed as: JOHN HANCOCK ENTERPRISES Service code 21 · EIN 01-0233346 | Bank Trustee | $23,084 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,071 | $119,446-1.2% | $150,045-21.3% | $85,563+38.0% |
| Participation rate | 96.9% | 75.4%+21.4pp | 82.3%+14.5pp | 66.0%+30.9pp |
| Annual return | 15.02% | 23.72%-8.7pp | 62.55%-47.5pp | 31.51%-16.5pp |
| Employer contribution / active EE | $1,995 | $4,078-51.1% | $4,693-57.5% | $2,654-24.8% |
| Participant deferral / active EE | $4,627 | $7,985-42.1% | $7,997-42.1% | $4,375+5.7% |
| Admin fee / account holder | $219 | $548-60.1% | $13,435-98.4% | $834-73.8% |