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 4-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 | $13,209 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,299 | $37,393-29.7% | $77,024-65.9% | $66,914-60.7% |
| Participation rate | 24.5% | 52.9%-28.3pp | 67.9%-43.4pp | 69.8%-45.3pp |
| Annual return | -5.91% | -3.29%-2.6pp | 42.32%-48.2pp | 1.58%-7.5pp |
| Employer contribution / active EE | $870 | $1,531-43.2% | $2,812-69.1% | $2,544-65.8% |
| Participant deferral / active EE | $1,434 | $2,617-45.2% | $4,426-67.6% | $4,237-66.1% |
| Admin fee / account holder | $294 | $567-48.2% | $5,425-94.6% | $593-50.5% |