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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $2,800 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,685 | $102,553-8.6% | $151,611-38.2% | $66,914+40.0% |
| Participation rate | 87.0% | 85.5%+1.5pp | 87.5%-0.5pp | 69.8%+17.2pp |
| Annual return | -13.83% | -10.82%-3.0pp | 3.33%-17.2pp | 1.58%-15.4pp |
| Employer contribution / active EE | $3,170 | $4,180-24.2% | $6,166-48.6% | $2,544+24.6% |
| Participant deferral / active EE | $7,960 | $6,641+19.9% | $8,363-4.8% | $4,237+87.9% |
| Admin fee / account holder | $18 | $630-97.1% | $11,616-99.8% | $593-97.0% |