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 |
|---|---|---|
ABUNDANCE WEALTH COUNSELORS, LLC1+ years Filed as: ABUNDANCE HOLDINGS, INC. Service code 51 · EIN 81-0572878 232 REGENT COURT · STATE COLLEGE, PA 16801 | Investment Mgmt Fees | $107,194 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 1423 NORTH ATHERTON STREET · STATE COLLEGE, PA 16801 | Accounting | $11,950 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,993 | $46,360+96.3% | $147,614-38.4% | $52,331+73.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 3.95% | 1.62%+2.3pp | 61.98%-58.0pp | 4.54%-0.6pp |
| Employer contribution / active EE | $5,534 | $2,126+160.3% | $5,564-0.5% | $1,882+194.1% |
| Participant deferral / active EE | $5,045 | $2,258+123.5% | $4,895+3.1% | $3,022+66.9% |
| Admin fee / account holder | $560 | $766-26.9% | $11,611-95.2% | $592-5.3% |