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 10-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 | $21,301 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $29,126 | $58,726-50.4% | $92,233-68.4% | $62,292-53.2% |
| Participation rate | 52.3% | 68.3%-16.0pp | 76.5%-24.2pp | 69.5%-17.2pp |
| Annual return | 18.27% | 43.62%-25.3pp | 176.28%-158.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,813 | $2,392-24.2% | $3,679-50.7% | $2,042-11.2% |
| Participant deferral / active EE | $3,372 | $2,766+21.9% | $3,897-13.5% | $3,169+6.4% |
| Admin fee / account holder | $201 | $556-63.9% | $5,194-96.1% | $479-58.1% |