See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $42,437 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,702 | $58,320-71.4% | $86,436-80.7% | $66,914-75.0% |
| Participation rate | 87.6% | 78.6%+9.0pp | 80.3%+7.3pp | 69.8%+17.8pp |
| Annual return | -16.92% | -9.71%-7.2pp | 4394.89%-4411.8pp | 1.58%-18.5pp |
| Employer contribution / active EE | $1,651 | $2,615-36.9% | $3,769-56.2% | $2,544-35.1% |
| Participant deferral / active EE | $4,302 | $6,899-37.6% | $6,952-38.1% | $4,237+1.5% |
| Admin fee / account holder | $269 | $546-50.8% | $6,731-96.0% | $593-54.7% |