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 COMPANY2+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $47,621 |
CMFG LIFE INSURANCE COMPANY2+ years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $12,381 |
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 | $38,645 | $100,227-61.4% | $169,993-77.3% | $74,419-48.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.0%+13.0pp | 70.7%+29.3pp |
| Annual return | 74.57% | 66.08%+8.5pp | 53.37%+21.2pp | 34.38%+40.2pp |
| Employer contribution / active EE | $2,833 | $4,263-33.6% | $6,785-58.3% | $2,637+7.4% |
| Participant deferral / active EE | $3,058 | $7,143-57.2% | $10,408-70.6% | $4,528-32.5% |
| Admin fee / account holder | $149 | $234-36.5% | $12,815-98.8% | $348-57.2% |