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 | $74,411 |
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 | $46,368 | $88,515-47.6% | $162,163-71.4% | $67,579-31.4% |
| Participation rate | 92.7% | 86.8%+5.9pp | 87.6%+5.1pp | 71.3%+21.4pp |
| Annual return | 23.29% | 27.04%-3.7pp | 115.59%-92.3pp | 378.56%-355.3pp |
| Employer contribution / active EE | $1,330 | $3,563-62.7% | $5,614-76.3% | $2,148-38.1% |
| Participant deferral / active EE | $4,106 | $5,724-28.3% | $7,298-43.7% | $3,539+16.0% |
| Admin fee / account holder | $162 | $124+31.0% | $10,843-98.5% | $142+13.8% |