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 |
|---|---|---|
CMFG LIFE INSURANCE COMPANY3 years Service code 15 · EIN 39-0230590 | Recordkeeping | $7,507 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,113 | $42,894-22.8% | $60,874-45.6% | $68,494-51.7% |
| Participation rate | 17.7% | 66.8%-49.1pp | 73.1%-55.4pp | 67.9%-50.2pp |
| Annual return | -15.94% | -13.98%-2.0pp | 16.90%-32.8pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $817 | $2,867-71.5% | $3,817-78.6% | $4,027-79.7% |
| Admin fee / account holder | $197 | $3,101-93.6% | $3,224-93.9% | $5,403-96.4% |