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 COMPANY3+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $39,494 |
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 | $19,335 | $50,637-61.8% | $86,590-77.7% | $62,292-69.0% |
| Participation rate | 81.8% | 67.9%+13.9pp | 73.5%+8.3pp | 69.5%+12.3pp |
| Annual return | 14.25% | 20.80%-6.5pp | 964.84%-950.6pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,241 | $2,075-40.2% | $2,839-56.3% | $2,042-39.3% |
| Participant deferral / active EE | $2,257 | $2,611-13.6% | $3,609-37.5% | $3,169-28.8% |
| Admin fee / account holder | $196 | $413-52.5% | $4,906-96.0% | $479-59.0% |