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 · EIN 20-1916735 | Recordkeeping | $6,292 |
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 | $47,180 | $42,546+10.9% | $71,796-34.3% | $55,167-14.5% |
| Participation rate | 89.8% | 59.1%+30.7pp | 69.1%+20.7pp | 69.0%+20.8pp |
| Annual return | 7.05% | 12.36%-5.3pp | 78.04%-71.0pp | 169.23%-162.2pp |
| Employer contribution / active EE | $1,274 | $803+58.6% | $1,924-33.8% | $1,963-35.1% |
| Participant deferral / active EE | $3,682 | $2,064+78.4% | $2,794+31.7% | $3,054+20.5% |
| Admin fee / account holder | $36 | $650-94.4% | $4,815-99.2% | $504-92.8% |