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 |
|---|---|---|
BENEFITWORKS4+ years Service code 15 336 CUMBERLAND STREET · LEBANON, PA 17042 | Recordkeeping | $31,342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $56,586 | $42,548+33.0% | $74,550-24.1% | $56,287+0.5% |
| Participation rate | 42.0% | 60.5%-18.5pp | 69.1%-27.2pp | 69.9%-27.9pp |
| Annual return | -7.46% | 12.40%-19.9pp | 32.53%-40.0pp | -9.96%+2.5pp |
| Employer contribution / active EE | $324 | $855-62.1% | $1,961-83.5% | $2,111-84.6% |
| Participant deferral / active EE | $1,101 | $2,277-51.7% | $3,108-64.6% | $3,350-67.1% |
| Admin fee / account holder | $475 | $467+1.7% | $5,060-90.6% | $521-8.8% |