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 7-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 |
|---|---|---|
NOSURIS, INC.7+ years Service code 13 700 MERRICK ROAD · LYNBROOK, NY 11563 | Contract Administrator | $12,303 |
PENTEGRA SERVICES, INC.7+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE, STE 320# · WHITE PLAINS, NY 10604 | Recordkeeping | $11,087 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,019 | $84,487-69.2% | $125,339-79.2% | $66,914-61.1% |
| Participation rate | 20.7% | 76.4%-55.7pp | 82.4%-61.6pp | 69.8%-49.1pp |
| Annual return | -15.32% | -8.39%-6.9pp | 572.05%-587.4pp | 1.58%-16.9pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $373 | $6,781-94.5% | $7,446-95.0% | $4,237-91.2% |
| Admin fee / account holder | $436 | $685-36.4% | $10,010-95.6% | $593-26.5% |