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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $92,055 |
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 | $53,648 | $100,227-46.5% | $169,993-68.4% | $74,419-27.9% |
| Participation rate | 94.2% | 87.3%+6.9pp | 87.0%+7.2pp | 70.7%+23.5pp |
| Annual return | 18.17% | 66.08%-47.9pp | 53.37%-35.2pp | 34.38%-16.2pp |
| Employer contribution / active EE | $1,680 | $4,263-60.6% | $6,785-75.2% | $2,637-36.3% |
| Participant deferral / active EE | $5,088 | $7,143-28.8% | $10,408-51.1% | $4,528+12.4% |
| Admin fee / account holder | $156 | $234-33.3% | $12,815-98.8% | $348-55.1% |