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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $6,210,005 |
Service code 24 · EIN 35-2491258 | Discretionary Trustee | $130,991 |
Service code 24 · EIN 47-3860238 | Discretionary Trustee | $108,188 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $85,543 | $104,165-17.9% | $96,139-11.0% | $106,520-19.7% |
| Participation rate | 90.5% | 31.3%+59.2pp | 68.4%+22.1pp | 71.3%+19.2pp |
| Annual return | 12.99% | 25.28%-12.3pp | 191.94%-179.0pp | 19.28%-6.3pp |
| Employer contribution / active EE | $3,495 | $599+483.4% | $2,797+25.0% | $2,840+23.0% |
| Participant deferral / active EE | $4,196 | $1,572+166.9% | $4,349-3.5% | $4,948-15.2% |
| Admin fee / account holder | $315 | $98+221.4% | $5,537-94.3% | $75+322.7% |