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 COMPANY5 years Service code 15 · EIN 39-0230590 | Recordkeeping | $41,650 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,987 | $138,347-62.4% | $184,203-71.8% | $80,856-35.7% |
| Participation rate | 95.7% | 83.9%+11.9pp | 86.8%+8.9pp | 67.6%+28.1pp |
| Annual return | 11.99% | 20.02%-8.0pp | 28.81%-16.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,061 | $4,850-57.5% | $6,427-67.9% | $2,755-25.2% |
| Participant deferral / active EE | $3,231 | $7,071-54.3% | $9,131-64.6% | $4,296-24.8% |
| Admin fee / account holder | $396 | $10,483-96.2% | $13,901-97.2% | $6,918-94.3% |