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 COMPANY10+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $75,195 |
Service code 24 · EIN 47-3860238 | Discretionary Trustee | $5,712 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $174,945 | $138,347+26.5% | $184,203-5.0% | $80,856+116.4% |
| Participation rate | 98.9% | 83.9%+15.0pp | 86.8%+12.0pp | 67.6%+31.2pp |
| Annual return | 13.97% | 20.02%-6.1pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $15,570 | $4,850+221.0% | $6,427+142.3% | $2,755+465.2% |
| Participant deferral / active EE | $8,134 | $7,071+15.0% | $9,131-10.9% | $4,296+89.4% |
| Admin fee / account holder | $336 | $10,483-96.8% | $13,901-97.6% | $6,918-95.1% |