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 15 1960 OLD GATESBURG RD. · STATE COLLEGE, PA 16803 | Recordkeeping | $23,593 |
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).
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 | $18,634 | $73,638-74.7% | $108,410-82.8% | $79,386-76.5% |
| Participation rate | 78.9% | 77.4%+1.6pp | 80.1%-1.2pp | 70.7%+8.2pp |
| Annual return | 24.36% | 33.27%-8.9pp | 905.27%-880.9pp | 116.85%-92.5pp |
| Employer contribution / active EE | $2,246 | $2,397-6.3% | $3,558-36.9% | $2,427-7.5% |
| Participant deferral / active EE | $3,902 | $6,218-37.2% | $6,563-40.5% | $4,046-3.6% |
| Admin fee / account holder | $115 | $638-82.0% | $7,295-98.4% | $626-81.7% |