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 COMPANY6+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $59,755 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $94,662 | $123,793-23.5% | $177,821-46.8% | $79,858+18.5% |
| Participation rate | 77.2% | 84.7%-7.5pp | 87.7%-10.5pp | 69.6%+7.5pp |
| Annual return | 12.91% | 22.82%-9.9pp | 48.32%-35.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $8,459 | $4,095+106.6% | $5,918+42.9% | $2,471+242.4% |
| Participant deferral / active EE | $2,697 | $5,956-54.7% | $7,714-65.0% | $3,740-27.9% |
| Admin fee / account holder | $159 | $7,243-97.8% | $12,427-98.7% | $5,306-97.0% |