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.8+ years Filed as: PENSERV PLAN SERVICES Service code 15 · EIN 20-1916735 | Recordkeeping | $15,154 |
DAVID KERCHNER8+ years Service code 28 · EIN 21-5868966 | Investment Management | $13,489 |
Filed as: JOHN T. LAUER, II Service code 31 205 GRANITE RUN ROAD · LANCASTER, PA 17601 | Named fiduciary | $13,489 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,536 | $59,107+5.8% | $86,436-27.7% | $68,494-8.7% |
| Participation rate | 68.4% | 75.2%-6.8pp | 80.3%-11.9pp | 67.9%+0.5pp |
| Annual return | -20.58% | -0.23%-20.3pp | 4394.89%-4415.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $16 | $2,519-99.4% | $3,769-99.6% | $2,596-99.4% |
| Participant deferral / active EE | $4,027 | $5,901-31.8% | $6,952-42.1% | $4,0270% |
| Admin fee / account holder | $209 | $5,637-96.3% | $6,731-96.9% | $5,403-96.1% |