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 COMPANY5+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $19,424 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $7,999 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,558 | $98,982-39.8% | $162,163-63.3% | $65,185-8.6% |
| Participation rate | 93.9% | 85.8%+8.1pp | 87.6%+6.4pp | 70.2%+23.7pp |
| Annual return | 19.74% | 24.84%-5.1pp | 115.59%-95.9pp | 29.38%-9.6pp |
| Employer contribution / active EE | $2,064 | $3,467-40.5% | $5,614-63.2% | $2,177-5.2% |
| Participant deferral / active EE | $2,533 | $5,384-53.0% | $7,298-65.3% | $3,514-27.9% |
| Admin fee / account holder | $159 | $596-73.3% | $10,843-98.5% | $847-81.2% |