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 | $86,555 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,186 | $101,317-54.4% | $146,958-68.6% | $74,495-38.0% |
| Participation rate | 99.2% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+32.0pp |
| Annual return | 13.02% | 8730.91%-8717.9pp | 418.34%-405.3pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $2,227 | $3,810-41.5% | $4,933-54.9% | $2,623-15.1% |
| Participant deferral / active EE | $3,455 | $7,303-52.7% | $8,070-57.2% | $4,346-20.5% |
| Admin fee / account holder | $460 | $1,739-73.5% | $12,998-96.5% | $1,942-76.3% |