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 | $31,095 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $6,743 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,650 | $138,347-44.6% | $184,203-58.4% | $80,856-5.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 11.30% | 20.02%-8.7pp | 28.81%-17.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $4,327 | $4,850-10.8% | $6,427-32.7% | $2,755+57.1% |
| Participant deferral / active EE | $2,606 | $7,071-63.1% | $9,131-71.5% | $4,296-39.3% |
| Admin fee / account holder | $357 | $10,483-96.6% | $13,901-97.4% | $6,918-94.8% |