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 |
|---|---|---|
Service code 15 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Recordkeeping | $23,505 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,470 | $30,599+9.4% | $74,583-55.1% | $57,658-42.0% |
| Participation rate | 32.3% | 49.1%-16.8pp | 68.1%-35.8pp | 70.2%-37.9pp |
| Annual return | 6.32% | 14.24%-7.9pp | 20.47%-14.2pp | 5.13%+1.2pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $856 | $1,805-52.6% | $3,458-75.2% | $3,061-72.0% |
| Admin fee / account holder | $179 | $98+83.1% | $4,138-95.7% | $95+89.8% |