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 PLAN SERVICES Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $11,335 |
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 | $32,788 | $43,423-24.5% | $78,689-58.3% | $55,167-40.6% |
| Participation rate | 62.3% | 68.0%-5.8pp | 73.6%-11.3pp | 69.0%-6.7pp |
| Annual return | 10.73% | 11.53%-0.8pp | 62.18%-51.4pp | 169.23%-158.5pp |
| Employer contribution / active EE | $800 | $1,997-60.0% | $2,851-71.9% | $1,963-59.3% |
| Participant deferral / active EE | $3,752 | $2,509+49.6% | $3,517+6.7% | $3,054+22.9% |
| Admin fee / account holder | $98 | $416-76.5% | $4,510-97.8% | $504-80.6% |