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 15 · EIN 20-2872050 | Recordkeeping | $450 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $116,568 | $71,192+63.7% | $117,854-1.1% | $62,292+87.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.05% | 18.66%-4.6pp | 335.08%-321.0pp | 28.90%-14.8pp |
| Employer contribution / active EE | $5,764 | $1,934+198.1% | $3,786+52.2% | $2,042+182.2% |
| Participant deferral / active EE | $7,448 | $3,189+133.6% | $4,482+66.2% | $3,169+135.0% |
| Admin fee / account holder | $2 | $587-99.6% | $8,020-100.0% | $479-99.5% |