See peer percentile detail with Solo.
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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $34,038 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 27 1 BEACON ST FL 22 · BOSTON, MA 021083107 | Advisory (Plan) | $24,911 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,575 | $66,124-40.1% | $90,404-56.2% | $73,488-46.1% |
| Participation rate | 70.5% | 69.7%+0.9pp | 72.7%-2.1pp | 70.7%-0.1pp |
| Annual return | 14.16% | 17.65%-3.5pp | 1293.02%-1278.9pp | 28.51%-14.4pp |
| Employer contribution / active EE | $1,208 | $2,346-48.5% | $3,262-63.0% | $2,270-46.8% |
| Participant deferral / active EE | $2,266 | $3,039-25.4% | $3,963-42.8% | $3,740-39.4% |
| Admin fee / account holder | $390 | $396-1.5% | $5,611-93.0% | $513-23.9% |