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.6 years Service code 15 P. O. BOX 3109 · WEST COLUMBIA, SC 29171 | Recordkeeping | $13,932 |
NORTHEAST FINANCIAL GROUP6 years Service code 15 2813 ROUTE 611, P. O. BOX 531 · TANNERSVILLE, PA 18372 | Recordkeeping | $10,550 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,044 | $81,233-75.3% | $155,567-87.1% | $80,874-75.2% |
| Participation rate | 87.1% | 66.2%+20.9pp | 78.2%+8.9pp | 67.6%+19.4pp |
| Annual return | 10.98% | 33.33%-22.4pp | 64.74%-53.8pp | 35.62%-24.6pp |
| Employer contribution / active EE | $591 | $3,101-80.9% | $4,674-87.4% | $2,756-78.5% |
| Participant deferral / active EE | $1,244 | $3,452-64.0% | $5,628-77.9% | $4,297-71.0% |
| Admin fee / account holder | $219 | $7,998-97.3% | $15,916-98.6% | $6,935-96.8% |