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 COMPANY4+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $28,545 |
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 | $50,866 | $79,523-36.0% | $140,016-63.7% | $56,287-9.6% |
| Participation rate | 89.8% | 85.7%+4.1pp | 87.5%+2.3pp | 69.9%+19.9pp |
| Annual return | -5.68% | 2.39%-8.1pp | 651.12%-656.8pp | -9.96%+4.3pp |
| Employer contribution / active EE | $2,014 | $3,350-39.9% | $5,606-64.1% | $2,111-4.6% |
| Participant deferral / active EE | $2,390 | $5,129-53.4% | $6,927-65.5% | $3,350-28.6% |
| Admin fee / account holder | $173 | $614-71.8% | $10,705-98.4% | $521-66.8% |