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 CONSULTANTS8+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $26,234 |
SERGIO DECURTIS8+ years Filed as: SERGIO A. DECURTIS Service code 28 · EIN 05-0515232 | Investment Management | $10,049 |
Service code 27 · EIN 20-5493811 | Advisory (Plan) | $7,370 |
MATRIX TRUST COMPANY3 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $6,700 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,080 | $26,549+156.4% | $61,373+10.9% | $66,914+1.7% |
| Participation rate | 51.4% | 38.1%+13.3pp | 52.6%-1.2pp | 69.8%-18.4pp |
| Annual return | -9.99% | -16.21%+6.2pp | 338.61%-348.6pp | 1.58%-11.6pp |
| Employer contribution / active EE | $346 | $651-46.9% | $1,159-70.2% | $2,544-86.4% |
| Participant deferral / active EE | $1,817 | $1,338+35.7% | $2,125-14.5% | $4,237-57.1% |
| Admin fee / account holder | $535 | $409+30.9% | $2,130-74.9% | $593-9.8% |