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 | $32,631 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $15,540 | $64,612-75.9% | $86,436-82.0% | $64,808-76.0% |
| Participation rate | 72.3% | 81.5%-9.2pp | 80.3%-8.1pp | 71.5%+0.8pp |
| Annual return | -19.84% | 0.66%-20.5pp | 4394.89%-4414.7pp | 32.82%-52.7pp |
| Employer contribution / active EE | $2,139 | $2,744-22.1% | $3,769-43.2% | $2,506-14.6% |
| Participant deferral / active EE | $3,995 | $7,497-46.7% | $6,952-42.5% | $4,310-7.3% |
| Admin fee / account holder | $113 | $169-33.2% | $6,731-98.3% | $188-39.9% |