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 COMPANY2 years Filed as: CUNA MUTUAL Service code 15 5910 MINERAL POINT ROAD · MADISON, WI 53705 | Recordkeeping | $113,761 |
Filed as: DIMEO SCHNEIDER & ACCOCIATES, LLC Service code 27 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $43,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,152 | $98,780-68.5% | $60,874-48.8% | $77,904-60.0% |
| Participation rate | 47.9% | 76.7%-28.8pp | 73.1%-25.2pp | 73.7%-25.8pp |
| Annual return | -14.16% | -11.56%-2.6pp | 16.90%-31.1pp | 12.21%-26.4pp |
| Employer contribution / active EE | $1,388 | $3,605-61.5% | $2,701-48.6% | $2,848-51.2% |
| Participant deferral / active EE | $3,546 | $4,200-15.6% | $3,817-7.1% | $4,806-26.2% |
| Admin fee / account holder | $79 | $89-11.0% | $3,224-97.6% | $133-40.5% |