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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $103,424 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,428 | $129,021-50.8% | $184,203-65.6% | $77,643-18.3% |
| Participation rate | 93.9% | 87.3%+6.5pp | 86.8%+7.1pp | 70.6%+23.3pp |
| Annual return | 14.38% | 33.27%-18.9pp | 28.81%-14.4pp | 31.24%-16.9pp |
| Employer contribution / active EE | $1,828 | $4,413-58.6% | $6,427-71.6% | $2,726-33.0% |
| Participant deferral / active EE | $5,393 | $7,297-26.1% | $9,131-40.9% | $4,647+16.0% |
| Admin fee / account holder | $177 | $254-30.4% | $13,901-98.7% | $430-59.0% |