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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $1,475 |
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 | $73,535 | $79,523-7.5% | $140,016-47.5% | $56,287+30.6% |
| Participation rate | 75.7% | 85.7%-10.0pp | 87.5%-11.8pp | 69.9%+5.9pp |
| Annual return | -4.01% | 2.39%-6.4pp | 651.12%-655.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $2,308 | $3,350-31.1% | $5,606-58.8% | $2,111+9.3% |
| Participant deferral / active EE | $5,502 | $5,129+7.3% | $6,927-20.6% | $3,350+64.3% |
| Admin fee / account holder | $11 | $614-98.2% | $10,705-99.9% | $521-97.8% |