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 COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $60,052 |
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 | $52,531 | $81,537-35.6% | $149,718-64.9% | $69,631-24.6% |
| Participation rate | 88.2% | 86.1%+2.1pp | 87.1%+1.1pp | 70.7%+17.5pp |
| Annual return | 14.56% | 22.79%-8.2pp | 1501.63%-1487.1pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,249 | $3,239-61.4% | $5,445-77.1% | $2,032-38.5% |
| Participant deferral / active EE | $3,772 | $4,994-24.5% | $6,569-42.6% | $3,224+17.0% |
| Admin fee / account holder | $157 | $107+46.9% | $11,283-98.6% | $110+42.1% |