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 | $17,252 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,466 | $102,553-68.3% | $151,611-78.6% | $66,914-51.5% |
| Participation rate | 92.3% | 85.5%+6.7pp | 87.5%+4.8pp | 69.8%+22.5pp |
| Annual return | -10.95% | -10.82%-0.1pp | 3.33%-14.3pp | 1.58%-12.5pp |
| Employer contribution / active EE | $1,958 | $4,180-53.2% | $6,166-68.3% | $2,544-23.1% |
| Participant deferral / active EE | $3,372 | $6,641-49.2% | $8,363-59.7% | $4,237-20.4% |
| Admin fee / account holder | $134 | $630-78.7% | $11,616-98.8% | $593-77.4% |