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 | $12,190 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,494 | $67,984-52.2% | $65,493-50.4% | $74,304-56.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.1%+26.9pp | 60.3%+39.7pp |
| Annual return | 12.02% | 19.87%-7.8pp | 982.45%-970.4pp | 29.43%-17.4pp |
| Employer contribution / active EE | $1,126 | $2,491-54.8% | $2,574-56.3% | $2,241-49.8% |
| Participant deferral / active EE | $3,545 | $3,346+5.9% | $3,961-10.5% | $3,767-5.9% |
| Admin fee / account holder | $145 | $1,373-89.4% | $5,028-97.1% | $2,969-95.1% |