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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $71,699 |
CMFG LIFE INSURANCE COMPANY2 years Filed as: MEMBERS CAPITAL ADVISORS, INC. Service code 27 · EIN 42-0388260 | Advisory (Plan) | $21,166 |
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 | $47,628 | $129,021-63.1% | $184,203-74.1% | $77,643-38.7% |
| Participation rate | 93.0% | 87.3%+5.6pp | 86.8%+6.1pp | 70.6%+22.4pp |
| Annual return | 13.78% | 33.27%-19.5pp | 28.81%-15.0pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,831 | $4,413-58.5% | $6,427-71.5% | $2,726-32.8% |
| Participant deferral / active EE | $3,748 | $7,297-48.6% | $9,131-59.0% | $4,647-19.3% |
| Admin fee / account holder | $189 | $254-25.6% | $13,901-98.6% | $430-56.1% |