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 |
|---|---|---|
Filed as: PENSERV Service code 15 · EIN 20-1916735 | Recordkeeping | $11,014 |
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 | $25,999 | $69,763-62.7% | $67,502-61.5% | $74,495-65.1% |
| Participation rate | 99.0% | 71.4%+27.7pp | 72.9%+26.1pp | 67.2%+31.8pp |
| Annual return | 15.32% | -40.34%+55.7pp | 3512.12%-3496.8pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,166 | $2,704-56.9% | $2,731-57.3% | $2,623-55.6% |
| Participant deferral / active EE | $3,590 | $3,636-1.3% | $4,000-10.3% | $4,346-17.4% |
| Admin fee / account holder | $116 | $896-87.1% | $3,998-97.1% | $1,942-94.0% |