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.3 years Filed as: PENSERV INC. Service code 49 | Other Services | $1,180 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,951 | $65,561-48.2% | $86,188-60.6% | $75,163-54.8% |
| Participation rate | 53.8% | 60.5%-6.6pp | 69.0%-15.1pp | 67.2%-13.3pp |
| Annual return | 15.70% | 46.05%-30.4pp | 1168.45%-1152.8pp | 160.62%-144.9pp |
| Employer contribution / active EE | $1,331 | $1,553-14.3% | $2,380-44.1% | $2,670-50.2% |
| Participant deferral / active EE | $3,540 | $3,024+17.1% | $3,985-11.2% | $4,125-14.2% |
| Admin fee / account holder | $25 | $5,474-99.5% | $6,852-99.6% | $5,651-99.6% |