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 | $34,949 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,621 | $110,094-61.3% | $151,611-71.9% | $68,494-37.8% |
| Participation rate | 92.8% | 84.0%+8.8pp | 87.5%+5.3pp | 67.9%+24.9pp |
| Annual return | -13.18% | -10.12%-3.1pp | 3.33%-16.5pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,787 | $4,471-60.0% | $6,166-71.0% | $2,596-31.2% |
| Participant deferral / active EE | $2,704 | $6,527-58.6% | $8,363-67.7% | $4,027-32.9% |
| Admin fee / account holder | $373 | $7,719-95.2% | $11,616-96.8% | $5,403-93.1% |