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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $3,099,759 |
Service code 24 · EIN 47-3860238 | Discretionary Trustee | $255,608 |
Service code 24 · EIN 35-2491258 | Discretionary Trustee | $97,730 |
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 | $75,883 | $36,953+105.4% | $80,569-5.8% | $96,393-21.3% |
| Participation rate | 85.5% | 33.6%+52.0pp | 67.0%+18.5pp | 71.3%+14.3pp |
| Annual return | 23.18% | 36.74%-13.6pp | 935.43%-912.3pp | 22.88%+0.3pp |
| Employer contribution / active EE | $3,633 | $774+369.4% | $2,723+33.4% | $3,238+12.2% |
| Participant deferral / active EE | $4,269 | $1,941+119.9% | $4,447-4.0% | $5,455-21.7% |
| Admin fee / account holder | $145 | $115+26.0% | $5,377-97.3% | $74+96.1% |