Filed July 6, 2026
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.3+ years Service code 15 · EIN 27-6266021 | Recordkeeping | $6,869 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,118 | $46,173-67.3% | $170,442-91.1% | $69,631-78.3% |
| Participation rate | 30.3% | 63.9%-33.6pp | 83.6%-53.3pp | 70.7%-40.4pp |
| Annual return | 16.66% | 21.62%-5.0pp | 205.93%-189.3pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $117 | $1,610-92.7% | $5,433-97.8% | $2,032-94.2% |
| Participant deferral / active EE | $672 | $2,080-67.7% | $4,939-86.4% | $3,224-79.2% |
| Admin fee / account holder | $49 | $116-58.0% | $13,880-99.6% | $110-55.9% |