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 | $78,244 |
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 | $50,034 | $111,608-55.2% | $177,821-71.9% | $73,409-31.8% |
| Participation rate | 92.8% | 87.9%+4.9pp | 87.7%+5.1pp | 72.2%+20.6pp |
| Annual return | 15.67% | 18.23%-2.6pp | 48.32%-32.7pp | 59.29%-43.6pp |
| Employer contribution / active EE | $1,398 | $3,796-63.2% | $5,918-76.4% | $2,234-37.4% |
| Participant deferral / active EE | $4,530 | $6,199-26.9% | $7,714-41.3% | $3,805+19.0% |
| Admin fee / account holder | $145 | $166-12.6% | $12,427-98.8% | $158-8.3% |