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 | $62,516 |
SERGIO DECURTIS7+ years Service code 28 · EIN 05-0515232 | Investment Management | $24,483 |
MATRIX TRUST COMPANY2 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $16,322 |
Service code 27 · EIN 20-5493811 | Advisory (Plan) | $13,058 |
JARDIM & MAROTTA, LLC1 year Filed as: JARDIM & MAROTTTA, LLC Service code 10 · EIN 47-5415574 | Accounting | $10,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,004 | $78,275-70.6% | $109,143-78.9% | $86,799-73.5% |
| Participation rate | 88.8% | 73.8%+14.9pp | 75.9%+12.9pp | 72.3%+16.5pp |
| Annual return | 16.05% | 19.14%-3.1pp | 25.75%-9.7pp | 97.91%-81.9pp |
| Employer contribution / active EE | $848 | $3,105-72.7% | $3,722-77.2% | $2,405-64.8% |
| Participant deferral / active EE | $3,389 | $3,641-6.9% | $4,653-27.2% | $4,131-17.9% |
| Admin fee / account holder | $183 | $198-8.0% | $6,752-97.3% | $170+7.7% |