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 | $71,079 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,422 | $84,487-56.9% | $125,339-70.9% | $66,914-45.6% |
| Participation rate | 79.1% | 76.4%+2.6pp | 82.4%-3.3pp | 69.8%+9.3pp |
| Annual return | -15.23% | -8.39%-6.8pp | 572.05%-587.3pp | 1.58%-16.8pp |
| Employer contribution / active EE | $1,566 | $3,553-55.9% | $4,814-67.5% | $2,544-38.5% |
| Participant deferral / active EE | $2,474 | $6,781-63.5% | $7,446-66.8% | $4,237-41.6% |
| Admin fee / account holder | $397 | $685-42.0% | $10,010-96.0% | $593-33.1% |