Filed August 5, 2025
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 | $53,835 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,970 | $98,982-3.0% | $162,163-40.8% | $65,185+47.2% |
| Participation rate | 98.7% | 85.8%+12.9pp | 87.6%+11.1pp | 70.2%+28.5pp |
| Annual return | 18.70% | 24.84%-6.1pp | 115.59%-96.9pp | 29.38%-10.7pp |
| Employer contribution / active EE | $2,083 | $3,467-39.9% | $5,614-62.9% | $2,177-4.3% |
| Participant deferral / active EE | $5,674 | $5,384+5.4% | $7,298-22.3% | $3,514+61.5% |
| Admin fee / account holder | $268 | $596-55.0% | $10,843-97.5% | $847-68.3% |