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 COMPANY2+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $21,641 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $25,565 | $40,479-36.8% | $78,210-67.3% | $62,292-59.0% |
| Participation rate | 64.7% | 54.6%+10.1pp | 68.7%-4.0pp | 69.5%-4.8pp |
| Annual return | 17.55% | 66.31%-48.8pp | 40.90%-23.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,193 | $1,024+16.5% | $2,034-41.3% | $2,042-41.6% |
| Participant deferral / active EE | $2,115 | $1,718+23.1% | $2,823-25.1% | $3,169-33.3% |
| Admin fee / account holder | $281 | $376-25.3% | $3,758-92.5% | $479-41.4% |