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 9-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 PLAN SERVICES, INC Service code 15 102 TRADE ZONE DRIVE · WEST COLUMBIA, SC 29170 | Recordkeeping | $17,047 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,553 |
LEGEND EQUITIES CORPORATION2+ years Service code 22 3920 RCA BLVD, SUITE 2004 · PALM BEACH GARDENS, FL 33410 | Insurance Broker | $0 |
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 | $42,053 | $46,173-8.9% | $170,442-75.3% | $69,631-39.6% |
| Participation rate | 85.9% | 63.9%+22.0pp | 83.6%+2.3pp | 70.7%+15.2pp |
| Annual return | 14.34% | 21.62%-7.3pp | 205.93%-191.6pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $1,637 | $1,610+1.7% | $5,433-69.9% | $2,032-19.4% |
| Participant deferral / active EE | $2,719 | $2,080+30.7% | $4,939-45.0% | $3,224-15.7% |
| Admin fee / account holder | $249 | $116+115.0% | $13,880-98.2% | $110+125.8% |