See peer percentile detail. $4.99 for your first month.
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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 COMPANY4 years Filed as: CUNA Service code 14 5910 MINERAL POINT ROAD · MADISON, WI 53705 | Plan Administrator | $29,950 |
Service code 14 · EIN 13-2600875 11590 N MERIDIAN STREET, SUITE 600 · CARMEL, IN 46032 | Plan Administrator | $29,125 |
Service code 10 · EIN 43-0831507 | Accounting | $27,760 |
Service code 29 320 E. TOWSONTOWN BLVD, STE. 1 EAST · BALTIMORE, MD 21286 | Legal | $11,960 |
Filed as: NYLIFE SECURITIES, LLC Service code 27 · EIN 13-2649692 3 CITYPLACE DR, SUITE 690 · CREVE COEUR, MO 63141 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $32,383 | $62,943-48.6% | $142,863-77.3% | $93,030-65.2% |
| Participation rate | 43.7% | 63.3%-19.6pp | 71.9%-28.2pp | 73.9%-30.2pp |
| Annual return | 11.69% | 16.28%-4.6pp | 5637.54%-5625.8pp | 158.70%-147.0pp |
| Employer contribution / active EE | $885 | $1,374-35.6% | $4,144-78.6% | $2,706-67.3% |
| Participant deferral / active EE | $0 | $2,841-100.0% | $3,837-100.0% | $4,562-100.0% |
| Admin fee / account holder | $191 | $103+86.1% | $6,560-97.1% | $152+26.1% |