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 COMPANY6 years Service code 15 · EIN 39-0230590 | Recordkeeping | $18,568 |
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 | $34,845 | $130,194-73.2% | $169,993-79.5% | $71,457-51.2% |
| Participation rate | 89.2% | 86.1%+3.0pp | 87.0%+2.2pp | 67.9%+21.2pp |
| Annual return | 15.45% | 20.37%-4.9pp | 53.37%-37.9pp | 28.85%-13.4pp |
| Employer contribution / active EE | $1,846 | $4,381-57.9% | $6,785-72.8% | $2,588-28.6% |
| Participant deferral / active EE | $2,936 | $6,923-57.6% | $10,408-71.8% | $4,289-31.5% |
| Admin fee / account holder | $125 | $966-87.0% | $12,815-99.0% | $1,587-92.1% |