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 COMPANY3 years Service code 15 · EIN 39-0230590 | Recordkeeping | $29,517 |
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 | $33,563 | $55,449-39.5% | $83,848-60.0% | $56,287-40.4% |
| Participation rate | 83.9% | 68.0%+15.9pp | 76.1%+7.8pp | 69.9%+14.0pp |
| Annual return | -6.42% | -1.38%-5.0pp | 850.88%-857.3pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,796 | $2,430-26.1% | $3,631-50.5% | $2,111-14.9% |
| Participant deferral / active EE | $2,577 | $2,935-12.2% | $4,082-36.9% | $3,350-23.1% |
| Admin fee / account holder | $211 | $656-67.9% | $5,478-96.2% | $521-59.5% |