Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 6-year trajectory for $4.99 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,928 | $64,705-46.0% | $62,929-44.5% | $67,986-48.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 73.1%+26.9pp | 57.2%+42.8pp |
| Annual return | 12.11% | 20.31%-8.2pp | 1063.93%-1051.8pp | 31.67%-19.6pp |
| Employer contribution / active EE | $1,071 | $2,376-54.9% | $2,505-57.3% | $2,019-47.0% |
| Participant deferral / active EE | $3,751 | $3,198+17.3% | $3,888-3.5% | $3,358+11.7% |
| Admin fee / account holder | $213 | $1,428-85.1% | $5,065-95.8% | $3,203-93.4% |