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.5+ years Service code 15 · EIN 13-3745616 | Recordkeeping | $33,375 |
NOSURIS, INC.5+ years Service code 13 700 MERRICK ROAD · LYNBROOK, NY 11563 | Contract Administrator | $13,473 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,503 | $99,957-72.5% | $149,696-81.6% | $73,488-62.6% |
| Participation rate | 26.1% | 75.7%-49.6pp | 82.5%-56.4pp | 70.7%-44.6pp |
| Annual return | 3.88% | 53.87%-50.0pp | 276.60%-272.7pp | 28.51%-24.6pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $477 | $6,073-92.1% | $6,842-93.0% | $3,740-87.2% |
| Admin fee / account holder | $699 | $551+27.0% | $9,309-92.5% | $513+36.3% |