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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $111,630 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,730 | $111,491-50.0% | $189,513-70.6% | $86,799-35.8% |
| Participation rate | 94.3% | 87.3%+7.0pp | 87.8%+6.5pp | 72.3%+22.1pp |
| Annual return | 14.30% | 83.50%-69.2pp | 555.15%-540.9pp | 97.91%-83.6pp |
| Employer contribution / active EE | $1,440 | $3,951-63.6% | $6,162-76.6% | $2,405-40.1% |
| Participant deferral / active EE | $4,923 | $6,437-23.5% | $8,221-40.1% | $4,131+19.2% |
| Admin fee / account holder | $211 | $189+11.6% | $12,045-98.3% | $170+24.2% |