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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $20,750 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $9,225 |
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 | $53,607 | $102,553-47.7% | $151,611-64.6% | $66,914-19.9% |
| Participation rate | 96.0% | 85.5%+10.5pp | 87.5%+8.5pp | 69.8%+26.2pp |
| Annual return | -16.42% | -10.82%-5.6pp | 3.33%-19.8pp | 1.58%-18.0pp |
| Employer contribution / active EE | $2,225 | $4,180-46.8% | $6,166-63.9% | $2,544-12.5% |
| Participant deferral / active EE | $2,816 | $6,641-57.6% | $8,363-66.3% | $4,237-33.5% |
| Admin fee / account holder | $159 | $630-74.8% | $11,616-98.6% | $593-73.3% |