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 COMPANY5 years Service code 15 · EIN 39-0230590 | Recordkeeping | $34,979 |
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 | $45,333 | $69,362-34.6% | $101,248-55.2% | $73,488-38.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 12.93% | 18.46%-5.5pp | 46.47%-33.5pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,972 | $2,628-25.0% | $3,660-46.1% | $2,270-13.1% |
| Participant deferral / active EE | $2,887 | $3,300-12.5% | $4,370-33.9% | $3,740-22.8% |
| Admin fee / account holder | $239 | $704-66.1% | $5,945-96.0% | $513-53.5% |