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 COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $21,586 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,854-100.0% | $73,843-100.0% | $52,331-100.0% |
| Participation rate | 0.0% | 66.2%-66.2pp | 73.4%-73.4pp | 68.1%-68.1pp |
| Annual return | -2.21% | 2.11%-4.3pp | 2267.84%-2270.0pp | 4.54%-6.7pp |
| Employer contribution / active EE | $1,222 | $1,920-36.4% | $2,787-56.2% | $1,882-35.1% |
| Participant deferral / active EE | $2,275 | $2,498-8.9% | $3,583-36.5% | $3,022-24.7% |
| Admin fee / account holder | $0 | $493-100.0% | $4,880-100.0% | $592-100.0% |