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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $98,222 |
Employer 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 | $45,741 | $86,897-47.4% | $151,611-69.8% | $64,808-29.4% |
| Participation rate | 94.1% | 87.3%+6.8pp | 87.5%+6.6pp | 71.5%+22.6pp |
| Annual return | -13.37% | -3.57%-9.8pp | 3.33%-16.7pp | 32.82%-46.2pp |
| Employer contribution / active EE | $1,466 | $4,010-63.4% | $6,166-76.2% | $2,506-41.5% |
| Participant deferral / active EE | $4,865 | $6,690-27.3% | $8,363-41.8% | $4,310+12.9% |
| Admin fee / account holder | $181 | $153+18.3% | $11,616-98.4% | $188-3.7% |