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 10-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 | $261,579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $50,204 | $241,101-79.2% | $103,333-51.4% | $199,593-74.8% |
| Participation rate | 48.0% | 78.3%-30.3pp | 74.5%-26.5pp | 72.0%-24.0pp |
| Annual return | 55.14% | 17.80%+37.3pp | 24.88%+30.3pp | 34.25%+20.9pp |
| Employer contribution / active EE | $2,000 | $4,244-52.9% | $3,868-48.3% | $3,034-34.1% |
| Participant deferral / active EE | $3,677 | $3,958-7.1% | $5,057-27.3% | $5,087-27.7% |
| Admin fee / account holder | $258 | $288-10.2% | $8,355-96.9% | $269-3.9% |