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 |
|---|---|---|
PENSERV PLAN SERVICES, INC.5+ years Filed as: PENSERV PLAN SERVICES, INC Service code 15 PO BOX 7248 · COLUMBIA, SC 29202 | Recordkeeping | $118,238 |
NORTHEAST FINANCIAL GROUP5+ years Service code 15 P.O. BOX 611 ROUTE 611 · TANNERSVILLE, PA 18372 | Recordkeeping | $17,220 |
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.
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 | $2,918 | $67,598-95.7% | $75,886-96.2% | $77,787-96.2% |
| Participation rate | 60.2% | 69.6%-9.4pp | 69.3%-9.1pp | 73.2%-13.0pp |
| Annual return | 21.96% | 23.18%-1.2pp | 30.76%-8.8pp | 32.57%-10.6pp |
| Employer contribution / active EE | $469 | $2,430-80.7% | $2,500-81.2% | $2,504-81.3% |
| Participant deferral / active EE | $360 | $3,502-89.7% | $3,603-90.0% | $3,967-90.9% |
| Admin fee / account holder | $99 | $96+2.5% | $5,418-98.2% | $100-1.3% |