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 10-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 | $75,038 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,713 | $89,808-70.3% | $100,391-73.4% | $77,643-65.6% |
| Participation rate | 72.6% | 81.2%-8.6pp | 81.5%-8.9pp | 70.6%+2.0pp |
| Annual return | 16.29% | 20.62%-4.3pp | 49.20%-32.9pp | 31.24%-14.9pp |
| Employer contribution / active EE | $2,283 | $3,039-24.9% | $3,942-42.1% | $2,726-16.2% |
| Participant deferral / active EE | $4,288 | $8,284-48.2% | $8,082-46.9% | $4,647-7.7% |
| Admin fee / account holder | $181 | $174+3.8% | $7,899-97.7% | $430-58.0% |