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 7-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 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $46,043 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,662 | $66,813-85.5% | $100,516-90.4% | $73,488-86.9% |
| Participation rate | 88.5% | 77.5%+11.1pp | 79.4%+9.1pp | 70.7%+17.9pp |
| Annual return | 17.97% | 25.70%-7.7pp | 30.89%-12.9pp | 28.51%-10.5pp |
| Employer contribution / active EE | $1,446 | $2,147-32.6% | $3,418-57.7% | $2,270-36.3% |
| Participant deferral / active EE | $3,213 | $5,883-45.4% | $6,270-48.8% | $3,740-14.1% |
| Admin fee / account holder | $286 | $512-44.2% | $8,081-96.5% | $513-44.3% |