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 |
|---|---|---|
PENTEGRA SERVICES, INC.3+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $27,998 |
NOSURIS, INC.3+ years Service code 13 700 MERRICK ROAD · LYNBROOK, NY 11563 | Contract Administrator | $13,853 |
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.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,631 | $73,102-77.2% | $123,544-86.5% | $56,287-70.5% |
| Participation rate | 44.3% | 74.3%-30.0pp | 82.3%-38.0pp | 69.9%-25.6pp |
| Annual return | -7.53% | 3.01%-10.5pp | 119.20%-126.7pp | -9.96%+2.4pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $542 | $5,423-90.0% | $6,426-91.6% | $3,350-83.8% |
| Admin fee / account holder | $391 | $554-29.4% | $9,284-95.8% | $521-24.9% |