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 |
|---|---|---|
BENEFITWORKS6+ years Service code 15 336 CUMBERLAND STREET · LEBANON, PA 17042 | Recordkeeping | $31,899 |
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 | $76,872 | $54,573+40.9% | $90,951-15.5% | $73,488+4.6% |
| Participation rate | 38.9% | 61.2%-22.3pp | 69.0%-30.1pp | 70.7%-31.8pp |
| Annual return | 14.18% | 16.69%-2.5pp | 134.60%-120.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $353 | $991-64.4% | $2,122-83.4% | $2,270-84.4% |
| Participant deferral / active EE | $1,450 | $2,517-42.4% | $3,373-57.0% | $3,740-61.2% |
| Admin fee / account holder | $523 | $521+0.3% | $5,959-91.2% | $513+1.9% |