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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CMFG LIFE INSURANCE COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $20,481 |
OSAIC WEALTH INC2 years Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $19,697 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,549 | $60,323+17.0% | $81,812-13.8% | $74,495-5.3% |
| Participation rate | 59.4% | 62.9%-3.4pp | 72.3%-12.9pp | 67.2%-7.8pp |
| Annual return | 13.55% | 16.90%-3.4pp | 773.79%-760.2pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,347 | $2,620-48.6% | $2,912-53.8% | $2,623-48.7% |
| Participant deferral / active EE | $2,726 | $3,387-19.5% | $4,319-36.9% | $4,346-37.3% |
| Admin fee / account holder | $341 | $1,486-77.0% | $7,386-95.4% | $1,942-82.4% |