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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $42,019 |
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 | $127,922 | $136,307-6.2% | $177,821-28.1% | $73,488+74.1% |
| Participation rate | 96.6% | 86.1%+10.5pp | 87.7%+8.8pp | 70.7%+25.9pp |
| Annual return | 40.08% | 18.68%+21.4pp | 48.32%-8.2pp | 28.51%+11.6pp |
| Employer contribution / active EE | $1,863 | $3,712-49.8% | $5,918-68.5% | $2,270-17.9% |
| Participant deferral / active EE | $5,409 | $5,829-7.2% | $7,714-29.9% | $3,740+44.6% |
| Admin fee / account holder | $198 | $596-66.7% | $12,427-98.4% | $513-61.4% |