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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $1,750 |
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 | $110,069 | $121,341-9.3% | $189,513-41.9% | $79,386+38.6% |
| Participation rate | 82.7% | 86.1%-3.4pp | 87.8%-5.1pp | 70.7%+12.0pp |
| Annual return | 10.33% | 21.08%-10.8pp | 555.15%-544.8pp | 116.85%-106.5pp |
| Employer contribution / active EE | $3,114 | $3,915-20.4% | $6,162-49.5% | $2,427+28.3% |
| Participant deferral / active EE | $7,339 | $6,395+14.8% | $8,221-10.7% | $4,046+81.4% |
| Admin fee / account holder | $12 | $651-98.2% | $12,045-99.9% | $626-98.1% |