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 COMPANY7 years Service code 15 · EIN 39-0230590 | Recordkeeping | $15,792 |
Filed as: SVB WEALTH LLC Service code 27 53 STATE ST · BOSTON, MA 021092820 | Advisory (Plan) | $10,764 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,677 | $159,934-72.7% | $147,005-70.3% | $145,959-70.1% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 14.23% | 98.24%-84.0pp | 418.76%-404.5pp | 561.95%-547.7pp |
| Employer contribution / active EE | $5,095 | $5,287-3.6% | $4,934+3.3% | $4,661+9.3% |
| Participant deferral / active EE | $17,101 | $8,427+102.9% | $8,070+111.9% | $6,689+155.7% |
| Admin fee / account holder | $251 | $15,053-98.3% | $13,006-98.1% | $13,398-98.1% |