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 COMPANY9+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $67,371 |
Service code 24 · EIN 47-3860238 | Discretionary Trustee | $6,336 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,908 | $125,758+30.3% | $169,993-3.6% | $75,163+118.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 17.17% | 27.20%-10.0pp | 53.37%-36.2pp | 160.62%-143.4pp |
| Employer contribution / active EE | $16,925 | $4,615+266.8% | $6,785+149.4% | $2,670+533.9% |
| Participant deferral / active EE | $8,241 | $6,837+20.5% | $10,408-20.8% | $4,125+99.8% |
| Admin fee / account holder | $280 | $8,173-96.6% | $12,815-97.8% | $5,651-95.0% |