Filed January 8, 2024
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 | $13,627 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,094 | $138,347-22.6% | $184,203-41.9% | $80,856+32.4% |
| Participation rate | 96.5% | 83.9%+12.6pp | 86.8%+9.7pp | 67.6%+28.9pp |
| Annual return | 13.27% | 20.02%-6.7pp | 28.81%-15.5pp | 35.59%-22.3pp |
| Employer contribution / active EE | $6,781 | $4,850+39.8% | $6,427+5.5% | $2,755+146.2% |
| Participant deferral / active EE | $5,539 | $7,071-21.7% | $9,131-39.3% | $4,296+29.0% |
| Admin fee / account holder | $187 | $10,483-98.2% | $13,901-98.7% | $6,918-97.3% |