Filed August 5, 2025
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 6-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 11 · EIN 39-0230590 | Actuarial | $14,824 |
WAKELIN HALLOCK & O'DONOVAN, LLP1+ years Service code 29 · EIN 01-0494235 | Legal | $14,627 |
Service code 16 · EIN 45-4118952 | Consulting | $14,000 |
ALBIN RANDALL & BENNETT1+ years Service code 10 · EIN 01-0448006 | Accounting | $8,400 |
MORETON & COMPANY1+ years Filed as: MORETON & CO Service code 73 · EIN 20-3060752 | Other insurance fees and expenses | $8,226 |
EATON PEABODY ATTORNEYS AT LAW1+ years Filed as: EATON PEABODY Service code 29 · EIN 01-0373027 | Legal | $4,060 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -3.06% | -1.13%-1.9pp | -0.81%-2.3pp | 2.81%-5.9pp |
| Employer contribution / active EE | $3,557 | $14,981-76.3% | $38,425-90.7% | $16,358-78.3% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |