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 8-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 | $35,308 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,178 | $84,487-84.4% | $125,339-89.5% | $66,914-80.3% |
| Participation rate | 97.2% | 76.4%+20.8pp | 82.4%+14.8pp | 69.8%+27.4pp |
| Annual return | -18.08% | -8.39%-9.7pp | 572.05%-590.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $2,012 | $3,553-43.4% | $4,814-58.2% | $2,544-20.9% |
| Participant deferral / active EE | $4,481 | $6,781-33.9% | $7,446-39.8% | $4,237+5.8% |
| Admin fee / account holder | $156 | $685-77.3% | $10,010-98.4% | $593-73.8% |