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 6-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 Service code 15 · EIN 20-1916735 | Recordkeeping | $87 |
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 | $34,928 | $67,984-48.6% | $65,493-46.7% | $74,304-53.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 12.11% | 19.87%-7.8pp | 982.45%-970.3pp | 29.43%-17.3pp |
| Employer contribution / active EE | $1,071 | $2,491-57.0% | $2,574-58.4% | $2,241-52.2% |
| Participant deferral / active EE | $3,751 | $3,346+12.1% | $3,961-5.3% | $3,767-0.4% |
| Admin fee / account holder | $213 | $1,373-84.5% | $5,028-95.8% | $2,969-92.8% |