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 | $8,134 |
Annual investment return 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 | $20,275 | $61,272-66.9% | $149,673-86.5% | $71,457-71.6% |
| Participation rate | 95.1% | 62.5%+32.6pp | 78.8%+16.4pp | 67.9%+27.2pp |
| Annual return | 5.12% | 35.85%-30.7pp | 134.42%-129.3pp | 28.85%-23.7pp |
| Employer contribution / active EE | $617 | $2,378-74.0% | $4,818-87.2% | $2,588-76.1% |
| Participant deferral / active EE | $1,190 | $2,917-59.2% | $5,680-79.0% | $4,289-72.2% |
| Admin fee / account holder | $51 | $1,261-96.0% | $13,210-99.6% | $1,587-96.8% |