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 |
|---|---|---|
BENEFITWORKS3+ years Service code 15 · EIN 25-1460275 336 CUMBERLAND STREET · LEBANON, PA 17042 | Recordkeeping | $43,047 |
GARCIA, GARMAN & SHEA PC3+ years Service code 10 · EIN 23-2871804 216 SOUTH EIGHTH STREET · LEBANON, PA 17042 | Accounting | $8,100 |
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 | $65,477 | $71,192-8.0% | $117,854-44.4% | $62,292+5.1% |
| Participation rate | 97.5% | 74.2%+23.3pp | 79.7%+17.9pp | 69.5%+28.0pp |
| Annual return | 18.12% | 18.66%-0.5pp | 335.08%-317.0pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,428 | $1,934-26.2% | $3,786-62.3% | $2,042-30.1% |
| Participant deferral / active EE | $3,414 | $3,189+7.1% | $4,482-23.8% | $3,169+7.7% |
| Admin fee / account holder | $368 | $587-37.3% | $8,020-95.4% | $479-23.2% |