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 | $41,298 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,193 | $62,586-7.0% | $76,768-24.2% | $64,186-9.3% |
| Participation rate | 85.4% | 72.8%+12.6pp | 77.0%+8.5pp | 69.6%+15.8pp |
| Annual return | -6.29% | -1.95%-4.3pp | 2.43%-8.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,035 | $1,832+11.1% | $2,485-18.1% | $2,381-14.5% |
| Participant deferral / active EE | $4,744 | $3,145+50.9% | $3,852+23.2% | $3,470+36.7% |
| Admin fee / account holder | $409 | $4,667-91.2% | $6,675-93.9% | $4,888-91.6% |