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 21 216 FRANKLIN ST · JOHNSTOWN, PA 15901 | Bank Trustee | $8,033 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,684 | $65,061-66.7% | $143,757-84.9% | $66,914-67.6% |
| Participation rate | 95.1% | 65.2%+29.9pp | 80.3%+14.8pp | 69.8%+25.3pp |
| Annual return | -7.32% | -11.14%+3.8pp | -0.04%-7.3pp | 1.58%-8.9pp |
| Employer contribution / active EE | $515 | $2,361-78.2% | $4,951-89.6% | $2,544-79.8% |
| Participant deferral / active EE | $928 | $2,919-68.2% | $5,637-83.5% | $4,237-78.1% |
| Admin fee / account holder | $52 | $502-89.6% | $14,673-99.6% | $593-91.2% |