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 COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $31,465 |
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 | $30,325 | $46,360-34.6% | $147,614-79.5% | $52,331-42.1% |
| Participation rate | 78.4% | 64.9%+13.5pp | 84.6%-6.2pp | 68.1%+10.3pp |
| Annual return | 1.01% | 1.62%-0.6pp | 61.98%-61.0pp | 4.54%-3.5pp |
| Employer contribution / active EE | $580 | $2,126-72.7% | $5,564-89.6% | $1,882-69.2% |
| Participant deferral / active EE | $1,330 | $2,258-41.1% | $4,895-72.8% | $3,022-56.0% |
| Admin fee / account holder | $210 | $766-72.6% | $11,611-98.2% | $592-64.5% |