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 |
|---|---|---|
NEW ENGLAND PENSION CONSULTANTS7+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $25,841 |
SERGIO DECURTIS7+ years Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $10,885 |
NEW ENGLAND INVESTMENT CONSULTANTS1 year Service code 19 · EIN 20-5493811 | Securities Custodian | $7,983 |
MATRIX TRUST COMPANY2 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $7,257 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $74,570 | $39,286+89.8% | $80,716-7.6% | $79,386-6.1% |
| Participation rate | 55.9% | 41.0%+14.9pp | 54.2%+1.7pp | 70.7%-14.8pp |
| Annual return | 10.34% | 98.95%-88.6pp | 87.28%-76.9pp | 116.85%-106.5pp |
| Employer contribution / active EE | $337 | $594-43.3% | $1,160-71.0% | $2,427-86.1% |
| Participant deferral / active EE | $1,772 | $1,264+40.3% | $2,146-17.4% | $4,046-56.2% |
| Admin fee / account holder | $582 | $647-10.0% | $3,380-82.8% | $626-7.0% |