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 |
|---|---|---|
BENEFITWORKS5+ years Service code 15 336 CUMBERLAND STREET · LEBANON, PA 17042 | Recordkeeping | $31,387 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $67,842 | $49,138+38.1% | $84,015-19.3% | $65,185+4.1% |
| Participation rate | 40.4% | 60.7%-20.4pp | 69.0%-28.6pp | 70.2%-29.8pp |
| Annual return | 21.30% | 23.00%-1.7pp | 71.31%-50.0pp | 29.38%-8.1pp |
| Employer contribution / active EE | $353 | $914-61.4% | $1,983-82.2% | $2,177-83.8% |
| Participant deferral / active EE | $1,324 | $2,397-44.8% | $3,239-59.1% | $3,514-62.3% |
| Admin fee / account holder | $490 | $543-9.7% | $6,101-92.0% | $847-42.1% |