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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $82,343 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,684 | $137,414+16.2% | $189,513-15.7% | $85,850+86.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 34.36% | 38.14%-3.8pp | 555.15%-520.8pp | 318.53%-284.2pp |
| Employer contribution / active EE | $14,585 | $4,344+235.7% | $6,162+136.7% | $2,565+468.6% |
| Participant deferral / active EE | $6,105 | $6,260-2.5% | $8,221-25.7% | $3,952+54.5% |
| Admin fee / account holder | $288 | $8,630-96.7% | $12,045-97.6% | $6,260-95.4% |