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 COMPANY8+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $2,617,325 |
Service code 24 · EIN 35-2491258 | Discretionary Trustee | $179,700 |
Service code 24 · EIN 47-3860238 | Discretionary Trustee | $95,071 |
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 | $67,477 | $35,293+91.2% | $77,024-12.4% | $89,394-24.5% |
| Participation rate | 92.0% | 31.3%+60.7pp | 67.9%+24.1pp | 71.3%+20.8pp |
| Annual return | -19.70% | -5.92%-13.8pp | 42.32%-62.0pp | -11.89%-7.8pp |
| Employer contribution / active EE | $3,895 | $695+460.4% | $2,812+38.5% | $3,022+28.9% |
| Participant deferral / active EE | $4,641 | $1,764+163.0% | $4,426+4.8% | $5,123-9.4% |
| Admin fee / account holder | $135 | $105+28.1% | $5,425-97.5% | $79+69.4% |