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 CONSULTANTS9+ years Filed as: NEW ENGLAND PENSION PLAN SYSTEMS, L Service code 13 · EIN 05-0515232 | Contract Administrator | $76,459 |
SERGIO DECURTIS9+ years Service code 28 · EIN 05-0515232 | Investment Management | $39,016 |
MATRIX TRUST COMPANY4 years Service code 19 717 17TH STREET SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $26,010 |
Service code 27 · EIN 20-5493811 | Advisory (Plan) | $20,808 |
JARDIM & MAROTTA, LLC3 years Filed as: JARDIM & MAROTTTA, LLC Service code 10 · EIN 47-5415574 | Accounting | $15,150 |
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 | $25,955 | $92,971-72.1% | $96,683-73.2% | $74,419-65.1% |
| Participation rate | 82.4% | 71.5%+10.9pp | 74.3%+8.1pp | 70.7%+11.7pp |
| Annual return | 13.41% | 37.49%-24.1pp | 35.69%-22.3pp | 34.38%-21.0pp |
| Employer contribution / active EE | $1,015 | $3,426-70.4% | $3,737-72.8% | $2,637-61.5% |
| Participant deferral / active EE | $4,058 | $3,970+2.2% | $4,878-16.8% | $4,528-10.4% |
| Admin fee / account holder | $179 | $633-71.7% | $6,730-97.3% | $348-48.5% |