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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $3,665,298 |
IPFS CORPORATION1 year Service code 23 · EIN 43-1039872 | Direct payment from the plan; Insuran... | $123,062 |
AON CONSULTING1 year Filed as: AON RISK INSURANCE SERVICES WEST IN Service code 23 · EIN 95-3252415 | Insurance services; Direct payment fr... | $99,948 |
MERCER1 year Filed as: MERCER LLC Service code 16 · EIN 13-2834414 | Consulting | $49,124 |
DEWITT ROSS & STEVENS1 year Filed as: DEWITT LLP Service code 29 · EIN 39-1804522 | Legal | $28,300 |
Service code 24 · EIN 47-3860238 | Discretionary Trustee | $26,892 |
CERTUS LEGAL GROUP LTD1 year Service code 29 · EIN 46-3087371 | Legal | $20,840 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $12,702 |
Service code 24 · EIN 35-2491258 | Discretionary Trustee | $7,116 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,476 | $42,127+98.2% | $84,966-1.8% | $106,382-21.5% |
| Participation rate | 91.8% | 36.6%+55.2pp | 67.5%+24.3pp | 69.9%+21.9pp |
| Annual return | 16.44% | 36.21%-19.8pp | 66.38%-49.9pp | 17.37%-0.9pp |
| Employer contribution / active EE | $4,100 | $825+396.9% | $2,727+50.3% | $3,364+21.9% |
| Participant deferral / active EE | $4,800 | $2,066+132.4% | $4,519+6.2% | $5,569-13.8% |
| Admin fee / account holder | $160 | $114+40.7% | $6,149-97.4% | $79+101.5% |