Filed June 17, 2025 (most recent of 4 filings on file)
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 COMPANY7+ years Service code 15 · EIN 39-0230590 | Recordkeeping | $31,875 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,248 | $137,414-69.3% | $189,513-77.7% | $85,850-50.8% |
| Participation rate | 97.8% | 84.6%+13.2pp | 87.8%+10.0pp | 69.3%+28.5pp |
| Annual return | 11.75% | 38.14%-26.4pp | 555.15%-543.4pp | 318.53%-306.8pp |
| Employer contribution / active EE | $960 | $4,344-77.9% | $6,162-84.4% | $2,565-62.6% |
| Participant deferral / active EE | $2,591 | $6,260-58.6% | $8,221-68.5% | $3,952-34.4% |
| Admin fee / account holder | $301 | $8,630-96.5% | $12,045-97.5% | $6,260-95.2% |