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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $61,018 |
CMFG LIFE INSURANCE COMPANY4 years Filed as: MEMBERS CAPITAL ADVISORS, INC. D/B/ Service code 27 · EIN 42-0388260 | Advisory (Plan) | $15,435 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,794 | $86,897-60.0% | $151,611-77.1% | $64,808-46.3% |
| Participation rate | 94.5% | 87.3%+7.3pp | 87.5%+7.0pp | 71.5%+23.1pp |
| Annual return | -8.19% | -3.57%-4.6pp | 3.33%-11.5pp | 32.82%-41.0pp |
| Employer contribution / active EE | $1,618 | $4,010-59.6% | $6,166-73.8% | $2,506-35.4% |
| Participant deferral / active EE | $3,308 | $6,690-50.6% | $8,363-60.4% | $4,310-23.3% |
| Admin fee / account holder | $153 | $1530% | $11,616-98.7% | $188-18.6% |