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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $47,477 |
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 | $21,948 | $44,873-51.1% | $79,464-72.4% | $56,287-61.0% |
| Participation rate | 80.9% | 68.7%+12.2pp | 73.3%+7.6pp | 69.9%+11.1pp |
| Annual return | -6.48% | 0.81%-7.3pp | 718.14%-724.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,335 | $2,140-37.6% | $2,800-52.3% | $2,111-36.7% |
| Participant deferral / active EE | $2,490 | $2,746-9.3% | $3,704-32.8% | $3,350-25.7% |
| Admin fee / account holder | $259 | $418-38.0% | $5,113-94.9% | $521-50.2% |