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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $65,785 |
CMFG LIFE INSURANCE COMPANY3 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $15,732 |
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 | $37,569 | $111,491-66.3% | $189,513-80.2% | $86,799-56.7% |
| Participation rate | 93.8% | 87.3%+6.5pp | 87.8%+6.0pp | 72.3%+21.5pp |
| Annual return | 14.24% | 83.50%-69.3pp | 555.15%-540.9pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,659 | $3,951-58.0% | $6,162-73.1% | $2,405-31.0% |
| Participant deferral / active EE | $3,371 | $6,437-47.6% | $8,221-59.0% | $4,131-18.4% |
| Admin fee / account holder | $174 | $189-7.9% | $12,045-98.6% | $170+2.5% |