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 3-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 COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $34,634 |
CMFG LIFE INSURANCE COMPANY1+ years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $8,215 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,600 | $102,553-65.3% | $151,611-76.5% | $66,914-46.8% |
| Participation rate | 97.9% | 85.5%+12.4pp | 87.5%+10.4pp | 69.8%+28.1pp |
| Annual return | -15.42% | -10.82%-4.6pp | 3.33%-18.8pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,689 | $4,180-35.7% | $6,166-56.4% | $2,544+5.7% |
| Participant deferral / active EE | $3,325 | $6,641-49.9% | $8,363-60.2% | $4,237-21.5% |
| Admin fee / account holder | $160 | $630-74.6% | $11,616-98.6% | $593-73.0% |