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 · EIN 71-0294708 118 N. BEDFORD ROAD · MOUNT KISCO, NY 10549 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $55,134 | $49,451+11.5% | $79,550-30.7% | $66,914-17.6% |
| Participation rate | 35.9% | 61.3%-25.5pp | 69.5%-33.6pp | 69.8%-33.9pp |
| Annual return | -15.78% | 84.25%-100.0pp | 0.16%-15.9pp | 1.58%-17.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $3,674 | $3,159+16.3% | $3,985-7.8% | $4,237-13.3% |
| Admin fee / account holder | $24 | $595-96.0% | $6,832-99.6% | $593-95.9% |