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 | $102,560 |
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 | $76,629 | $89,739-14.6% | $149,718-48.8% | $62,292+23.0% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.84% | 21.01%-6.2pp | 1501.63%-1486.8pp | 28.90%-14.1pp |
| Employer contribution / active EE | $27,789 | $3,233+759.5% | $5,445+410.4% | $2,042+1260.7% |
| Participant deferral / active EE | $7,603 | $4,797+58.5% | $6,569+15.7% | $3,169+139.9% |
| Admin fee / account holder | $222 | $551-59.6% | $11,283-98.0% | $479-53.6% |