See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $48,974 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,335 | $62,127-9.3% | $81,382-30.8% | $74,495-24.4% |
| Participation rate | 96.4% | 64.0%+32.4pp | 69.5%+26.9pp | 67.2%+29.2pp |
| Annual return | 11.59% | 16.48%-4.9pp | 24.73%-13.1pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $2,087 | $1,882+10.9% | $2,463-15.2% | $2,623-20.4% |
| Participant deferral / active EE | $4,555 | $3,229+41.0% | $3,883+17.3% | $4,346+4.8% |
| Admin fee / account holder | $257 | $1,934-86.7% | $5,768-95.5% | $1,942-86.8% |