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.1+ years Filed as: PENSERV PLAN SERVICES Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $14,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,318 | $41,854-34.7% | $73,843-63.0% | $52,331-47.8% |
| Participation rate | 69.2% | 66.2%+2.9pp | 73.4%-4.3pp | 68.1%+1.1pp |
| Annual return | 3.12% | 2.11%+1.0pp | 2267.84%-2264.7pp | 4.54%-1.4pp |
| Employer contribution / active EE | $732 | $1,920-61.9% | $2,787-73.7% | $1,882-61.1% |
| Participant deferral / active EE | $3,479 | $2,498+39.3% | $3,583-2.9% | $3,022+15.1% |
| Admin fee / account holder | $126 | $493-74.4% | $4,880-97.4% | $592-78.7% |