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.6+ years Filed as: PENSERV PLAN SERVICES, INC Service code 15 PO BOX 7248 · COLUMBIA, SC 29202 | Recordkeeping | $102,956 |
NORTHEAST FINANCIAL GROUP6+ years Service code 15 P.O. BOX 611 ROUTE 611 · TANNERSVILLE, PA 18372 | Recordkeeping | $12,756 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,648 | $74,462-95.1% | $81,983-95.6% | $90,288-96.0% |
| Participation rate | 59.3% | 69.7%-10.3pp | 69.2%-9.9pp | 73.4%-14.0pp |
| Annual return | 12.44% | 17.56%-5.1pp | 41.31%-28.9pp | 53.97%-41.5pp |
| Employer contribution / active EE | $411 | $2,334-82.4% | $2,498-83.5% | $2,524-83.7% |
| Participant deferral / active EE | $429 | $3,602-88.1% | $3,722-88.5% | $4,232-89.9% |
| Admin fee / account holder | $91 | $98-7.3% | $5,664-98.4% | $114-20.4% |