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 | $51,218 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
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 | $22,063 | $89,282-75.3% | $94,646-76.7% | $74,419-70.4% |
| Participation rate | 65.9% | 82.4%-16.5pp | 80.8%-14.9pp | 70.7%-4.8pp |
| Annual return | 37.92% | 25.96%+12.0pp | 156.71%-118.8pp | 34.38%+3.5pp |
| Employer contribution / active EE | $1,789 | $3,022-40.8% | $3,672-51.3% | $2,637-32.2% |
| Participant deferral / active EE | $3,567 | $8,425-57.7% | $7,418-51.9% | $4,528-21.2% |
| Admin fee / account holder | $143 | $219-34.8% | $7,231-98.0% | $348-59.0% |