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 | $168,347 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,227 | $129,021-36.3% | $184,203-55.4% | $77,643+5.9% |
| Participation rate | 69.2% | 87.3%-18.2pp | 86.8%-17.7pp | 70.6%-1.4pp |
| Annual return | 14.52% | 33.27%-18.8pp | 28.81%-14.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $2,442 | $4,413-44.7% | $6,427-62.0% | $2,726-10.4% |
| Participant deferral / active EE | $4,450 | $7,297-39.0% | $9,131-51.3% | $4,647-4.2% |
| Admin fee / account holder | $294 | $254+15.9% | $13,901-97.9% | $430-31.6% |