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 COMPANY4 years Service code 15 · EIN 39-0230590 | Recordkeeping | $18,223 |
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 | $49,896 | $121,341-58.9% | $189,513-73.7% | $79,386-37.1% |
| Participation rate | 89.0% | 86.1%+2.9pp | 87.8%+1.2pp | 70.7%+18.3pp |
| Annual return | 13.93% | 21.08%-7.2pp | 555.15%-541.2pp | 116.85%-102.9pp |
| Employer contribution / active EE | $1,792 | $3,915-54.2% | $6,162-70.9% | $2,427-26.2% |
| Participant deferral / active EE | $2,981 | $6,395-53.4% | $8,221-63.7% | $4,046-26.3% |
| Admin fee / account holder | $160 | $651-75.4% | $12,045-98.7% | $626-74.4% |