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.4+ years Filed as: PENSERV PLAN SERVICES Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $13,458 |
THE SEGAL COMPANY2 years Filed as: BUCHBINDER TUNICK & CO LLP Service code 10 · EIN 13-1578842 | Accounting | $8,924 |
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 | $43,196 | $57,384-24.7% | $106,387-59.4% | $56,287-23.3% |
| Participation rate | 70.6% | 71.3%-0.7pp | 77.5%-6.9pp | 69.9%+0.7pp |
| Annual return | 29.97% | 5.91%+24.1pp | 0.25%+29.7pp | -9.96%+39.9pp |
| Employer contribution / active EE | $754 | $2,348-67.9% | $3,520-78.6% | $2,111-64.3% |
| Participant deferral / active EE | $4,351 | $3,799+14.6% | $5,421-19.7% | $3,350+29.9% |
| Admin fee / account holder | $141 | $566-75.1% | $7,510-98.1% | $521-73.0% |