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.8+ years Service code 15 P.O. BOX 7248 · COLUMBIA, SC 29202 | Recordkeeping | $67,475 |
BLUEWATER ASSET MANAGEMENT8+ years Service code 28 4120 EAST BELTLINE AVENUE,SUITE 100 · GRAND RAPIDS, MI 49525 | Investment Management | $63,607 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $6,413 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,983 | $79,124-82.3% | $60,874-77.0% | $64,808-78.4% |
| Participation rate | 89.1% | 77.7%+11.3pp | 73.1%+16.0pp | 71.5%+17.6pp |
| Annual return | -14.77% | -7.13%-7.6pp | 16.90%-31.7pp | 32.82%-47.6pp |
| Employer contribution / active EE | $962 | $3,050-68.5% | $2,701-64.4% | $2,506-61.6% |
| Participant deferral / active EE | $2,045 | $3,725-45.1% | $3,817-46.4% | $4,310-52.6% |
| Admin fee / account holder | $114 | $106+8.3% | $3,224-96.5% | $188-39.1% |