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.6+ years Service code 13 700 MERRICK ROAD · LYNBROOK, NY 11563 | Contract Administrator | $14,021 |
PENTEGRA SERVICES, INC.6+ years Service code 15 · EIN 13-3745616 701 WESTCHESTER AVE, STE 320# · WHITE PLAINS, NY 10604 | Recordkeeping | $13,662 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,560 | $104,475-70.7% | $159,436-80.8% | $79,386-61.5% |
| Participation rate | 24.3% | 76.6%-52.3pp | 82.8%-58.5pp | 70.7%-46.4pp |
| Annual return | 12.55% | 67.95%-55.4pp | 263.57%-251.0pp | 116.85%-104.3pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $442 | $6,467-93.2% | $7,352-94.0% | $4,046-89.1% |
| Admin fee / account holder | $493 | $711-30.7% | $10,799-95.4% | $626-21.3% |