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 | $29,395 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $56,224 | $89,739-37.3% | $149,718-62.4% | $62,292-9.7% |
| Participation rate | 90.4% | 85.1%+5.3pp | 87.1%+3.3pp | 69.5%+20.9pp |
| Annual return | 15.56% | 21.01%-5.5pp | 1501.63%-1486.1pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,975 | $3,233-38.9% | $5,445-63.7% | $2,042-3.3% |
| Participant deferral / active EE | $2,383 | $4,797-50.3% | $6,569-63.7% | $3,169-24.8% |
| Admin fee / account holder | $191 | $551-65.4% | $11,283-98.3% | $479-60.2% |