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 COMPANY3+ years Service code 11 · EIN 39-0230590 | Actuarial | $33,611 |
Service code 16 · EIN 45-4118952 | Consulting | $14,000 |
EATON PEABODY ATTORNEYS AT LAW3+ years Filed as: EATON PEABODY Service code 29 · EIN 01-0373027 | Legal | $13,394 |
ALBIN RANDALL & BENNETT3+ years Service code 10 · EIN 01-0448006 | Accounting | $8,700 |
MORETON & COMPANY3+ years Filed as: MORETON & CO Service code 73 · EIN 20-3060752 | Other insurance fees and expenses | $8,442 |
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.
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 | $76,391-100.0% | $411,917-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 3.4%-3.4pp | 16.2%-16.2pp | 4.5%-4.5pp |
| Annual return | 15.09% | 12.23%+2.9pp | 10.36%+4.7pp | 13.95%+1.1pp |
| Employer contribution / active EE | $4,816 | $18,059-73.3% | $37,738-87.2% | $16,598-71.0% |
| Participant deferral / active EE | $0 | $317-100.0% | $137-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $2-100.0% | $15,661-100.0% | $612-100.0% |