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 |
|---|---|---|
Service code 16 · EIN 45-4118952 | Consulting | $14,000 |
CMFG LIFE INSURANCE COMPANY5+ years Service code 11 · EIN 39-0230590 | Actuarial | $13,556 |
EATON PEABODY ATTORNEYS AT LAW5+ years Filed as: EATON PEABODY Service code 29 · EIN 01-0373027 | Legal | $11,361 |
ALBIN RANDALL & BENNETT5+ years Service code 10 · EIN 01-0448006 | Accounting | $9,000 |
M3 INSURANCE SOLUTIONS, INC.2 years Service code 73 · EIN 39-1141360 | Other insurance fees and expenses | $8,000 |
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 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | -14.63% | 18.13%-32.8pp | 14.64%-29.3pp | 16.32%-31.0pp |
| Employer contribution / active EE | $451 | $23,138-98.1% | $41,831-98.9% | $17,007-97.4% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |