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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $21,743 |
Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $9,772 |
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 | $60,828 | $136,307-55.4% | $177,821-65.8% | $73,488-17.2% |
| Participation rate | 92.3% | 86.1%+6.2pp | 87.7%+4.6pp | 70.7%+21.6pp |
| Annual return | 13.46% | 18.68%-5.2pp | 48.32%-34.9pp | 28.51%-15.1pp |
| Employer contribution / active EE | $2,134 | $3,712-42.5% | $5,918-63.9% | $2,270-6.0% |
| Participant deferral / active EE | $2,605 | $5,829-55.3% | $7,714-66.2% | $3,740-30.3% |
| Admin fee / account holder | $168 | $596-71.9% | $12,427-98.7% | $513-67.3% |