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 5-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 | $66,961 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $43,747 | $99,957-56.2% | $149,696-70.8% | $73,488-40.5% |
| Participation rate | 79.8% | 75.7%+4.1pp | 82.5%-2.6pp | 70.7%+9.2pp |
| Annual return | 14.53% | 53.87%-39.3pp | 276.60%-262.1pp | 28.51%-14.0pp |
| Employer contribution / active EE | $1,410 | $3,191-55.8% | $4,644-69.6% | $2,270-37.9% |
| Participant deferral / active EE | $2,085 | $6,073-65.7% | $6,842-69.5% | $3,740-44.2% |
| Admin fee / account holder | $432 | $551-21.6% | $9,309-95.4% | $513-15.8% |