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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $54,061 |
CMG LIFE INSURANCE COMPANY2 years Service code 60 | Sub-TA Fees | $0 |
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 | $52,980 | $79,523-33.4% | $140,016-62.2% | $56,287-5.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -5.56% | 2.39%-7.9pp | 651.12%-656.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $3,417 | $3,350+2.0% | $5,606-39.1% | $2,111+61.9% |
| Participant deferral / active EE | $4,294 | $5,129-16.3% | $6,927-38.0% | $3,350+28.2% |
| Admin fee / account holder | $295 | $614-51.9% | $10,705-97.2% | $521-43.3% |