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 |
|---|---|---|
BENEFITWORKS1+ years Service code 15 · EIN 25-1844646 336 CUMBERLAND STREET · LEBANON, PA 17042 | Recordkeeping | $64,423 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,724 | $53,412+39.9% | $68,509+9.1% | $52,331+42.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | -1.77% | 3.42%-5.2pp | 8.27%-10.0pp | 4.54%-6.3pp |
| Employer contribution / active EE | $2,022 | $1,607+25.8% | $2,278-11.2% | $1,882+7.5% |
| Participant deferral / active EE | $4,791 | $2,688+78.2% | $3,382+41.6% | $3,022+58.5% |
| Admin fee / account holder | $258 | $461-44.1% | $5,275-95.1% | $592-56.4% |