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.2 years Filed as: PENSERV INC. Service code 49 | Other Services | $1,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,692 | $59,805-53.7% | $79,550-65.2% | $68,494-59.6% |
| Participation rate | 58.3% | 61.1%-2.7pp | 69.5%-11.2pp | 67.9%-9.6pp |
| Annual return | -15.68% | -12.30%-3.4pp | 0.16%-15.8pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,184 | $1,505-21.3% | $2,413-50.9% | $2,596-54.4% |
| Participant deferral / active EE | $3,028 | $3,024+0.1% | $3,985-24.0% | $4,027-24.8% |
| Admin fee / account holder | $21 | $4,835-99.6% | $6,832-99.7% | $5,403-99.6% |