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 | $80,170 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $14,676 | $74,552-80.3% | $62,995-76.7% | $69,631-78.9% |
| Participation rate | 90.8% | 78.3%+12.5pp | 74.8%+16.0pp | 70.7%+20.1pp |
| Annual return | 14.37% | 15.77%-1.4pp | 87.57%-73.2pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $258 | $2,929-91.2% | $2,759-90.6% | $2,032-87.3% |
| Participant deferral / active EE | $2,048 | $2,974-31.1% | $3,329-38.5% | $3,224-36.5% |
| Admin fee / account holder | $129 | $59+116.9% | $3,600-96.4% | $110+16.7% |