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 COMPANY1+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $4,055 |
Annual investment return 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 | $34,096 | $41,854-18.5% | $73,843-53.8% | $52,331-34.8% |
| Participation rate | 71.5% | 66.2%+5.3pp | 73.4%-1.9pp | 68.1%+3.4pp |
| Annual return | -1.71% | 2.11%-3.8pp | 2267.84%-2269.6pp | 4.54%-6.3pp |
| Employer contribution / active EE | $1,379 | $1,920-28.2% | $2,787-50.5% | $1,882-26.7% |
| Participant deferral / active EE | $2,663 | $2,498+6.6% | $3,583-25.7% | $3,022-11.9% |
| Admin fee / account holder | $36 | $493-92.7% | $4,880-99.3% | $592-94.0% |