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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $2,025 |
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 | $123,104 | $122,239+0.7% | $184,203-33.2% | $74,495+65.3% |
| Participation rate | 80.3% | 85.5%-5.2pp | 86.8%-6.5pp | 67.2%+13.1pp |
| Annual return | 9.45% | 19.95%-10.5pp | 28.81%-19.4pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $3,318 | $4,537-26.9% | $6,427-48.4% | $2,623+26.5% |
| Participant deferral / active EE | $8,080 | $7,139+13.2% | $9,131-11.5% | $4,346+85.9% |
| Admin fee / account holder | $13 | $1,260-98.9% | $13,901-99.9% | $1,942-99.3% |