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 COMPANY2 years Service code 15 · EIN 39-0230590 | Recordkeeping | $27,339 |
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 | $36,940 | $58,726-37.1% | $92,233-59.9% | $62,292-40.7% |
| Participation rate | 84.5% | 68.3%+16.1pp | 76.5%+8.0pp | 69.5%+15.0pp |
| Annual return | 14.26% | 43.62%-29.4pp | 176.28%-162.0pp | 28.90%-14.6pp |
| Employer contribution / active EE | $1,733 | $2,392-27.6% | $3,679-52.9% | $2,042-15.2% |
| Participant deferral / active EE | $2,738 | $2,766-1.0% | $3,897-29.7% | $3,169-13.6% |
| Admin fee / account holder | $204 | $556-63.3% | $5,194-96.1% | $479-57.4% |