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: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $47,947 |
SERGIO DECURTIS4 years Service code 28 · EIN 05-0515232 | Investment Management | $32,271 |
MATRIX TRUST COMPANY2 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $21,514 |
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 | $144,693 | $61,156+136.6% | $185,823-22.1% | $79,386+82.3% |
| Participation rate | 94.4% | 66.6%+27.8pp | 81.7%+12.7pp | 70.7%+23.7pp |
| Annual return | 14.14% | 19.45%-5.3pp | 122.05%-107.9pp | 116.85%-102.7pp |
| Employer contribution / active EE | $3,370 | $2,321+45.2% | $5,167-34.8% | $2,427+38.8% |
| Participant deferral / active EE | $6,427 | $2,789+130.5% | $5,568+15.4% | $4,046+58.9% |
| Admin fee / account holder | $682 | $710-3.9% | $16,237-95.8% | $626+8.9% |