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 | $14,179 |
Participant contribution per participant 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 | $49,730 | $122,239-59.3% | $184,203-73.0% | $74,495-33.2% |
| Participation rate | 94.3% | 85.5%+8.9pp | 86.8%+7.5pp | 67.2%+27.1pp |
| Annual return | 24.80% | 19.95%+4.9pp | 28.81%-4.0pp | 1364.94%-1340.1pp |
| Employer contribution / active EE | $1,855 | $4,537-59.1% | $6,427-71.1% | $2,623-29.3% |
| Participant deferral / active EE | $3,096 | $7,139-56.6% | $9,131-66.1% | $4,346-28.8% |
| Admin fee / account holder | $179 | $1,260-85.8% | $13,901-98.7% | $1,942-90.8% |