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 PLAN SERVICES Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $12,531 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $5,197 |
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 | $43,962 | $50,637-13.2% | $86,590-49.2% | $62,292-29.4% |
| Participation rate | 62.7% | 67.9%-5.1pp | 73.5%-10.8pp | 69.5%-6.8pp |
| Annual return | 18.12% | 20.80%-2.7pp | 964.84%-946.7pp | 28.90%-10.8pp |
| Employer contribution / active EE | $922 | $2,075-55.6% | $2,839-67.5% | $2,042-54.9% |
| Participant deferral / active EE | $4,023 | $2,611+54.1% | $3,609+11.5% | $3,169+27.0% |
| Admin fee / account holder | $160 | $413-61.3% | $4,906-96.7% | $479-66.6% |