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 COMPANY2+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $28,487 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $13,830 | $43,423-68.2% | $78,689-82.4% | $55,167-74.9% |
| Participation rate | 82.5% | 68.0%+14.4pp | 73.6%+8.9pp | 69.0%+13.5pp |
| Annual return | 6.73% | 11.53%-4.8pp | 62.18%-55.4pp | 169.23%-162.5pp |
| Employer contribution / active EE | $1,158 | $1,997-42.0% | $2,851-59.4% | $1,963-41.0% |
| Participant deferral / active EE | $2,090 | $2,509-16.7% | $3,517-40.6% | $3,054-31.6% |
| Admin fee / account holder | $136 | $416-67.4% | $4,510-97.0% | $504-73.1% |