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 | $34,662 |
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.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,061 | $125,758-64.2% | $169,993-73.5% | $75,163-40.0% |
| Participation rate | 96.8% | 83.6%+13.2pp | 87.0%+9.8pp | 67.2%+29.6pp |
| Annual return | 15.63% | 27.20%-11.6pp | 53.37%-37.7pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,685 | $4,615-63.5% | $6,785-75.2% | $2,670-36.9% |
| Participant deferral / active EE | $3,065 | $6,837-55.2% | $10,408-70.5% | $4,125-25.7% |
| Admin fee / account holder | $322 | $8,173-96.1% | $12,815-97.5% | $5,651-94.3% |