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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $2,250 |
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 | $108,680 | $130,194-16.5% | $169,993-36.1% | $71,457+52.1% |
| Participation rate | 81.9% | 86.1%-4.3pp | 87.0%-5.1pp | 67.9%+14.0pp |
| Annual return | 10.34% | 20.37%-10.0pp | 53.37%-43.0pp | 28.85%-18.5pp |
| Employer contribution / active EE | $3,224 | $4,381-26.4% | $6,785-52.5% | $2,588+24.6% |
| Participant deferral / active EE | $8,078 | $6,923+16.7% | $10,408-22.4% | $4,289+88.4% |
| Admin fee / account holder | $15 | $966-98.5% | $12,815-99.9% | $1,587-99.1% |