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.9+ years Filed as: PENSERV PLAN SERVICES Service code 15 · EIN 20-1916735 | Recordkeeping | $12,969 |
DAVID KERCHNER9+ years Service code 28 · EIN 21-5868966 | Investment Management | $11,638 |
Filed as: JOHN T. LAUER, II Service code 31 205 GRANITE RUN ROAD · LANCASTER, PA 17601 | Named fiduciary | $11,638 |
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.
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 | $79,274 | $68,346+16.0% | $94,646-16.2% | $75,163+5.5% |
| Participation rate | 67.1% | 76.1%-9.0pp | 80.8%-13.8pp | 67.2%-0.1pp |
| Annual return | 19.00% | 616.93%-597.9pp | 156.71%-137.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $8 | $2,701-99.7% | $3,672-99.8% | $2,670-99.7% |
| Participant deferral / active EE | $4,245 | $6,537-35.1% | $7,418-42.8% | $4,125+2.9% |
| Admin fee / account holder | $273 | $5,326-94.9% | $7,231-96.2% | $5,651-95.2% |