Filed September 29, 2026 (most recent of 3 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 |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 55 · EIN 13-5674085 | Other Commissions | $30,568 |
RELIANCE TRUST COMPANY4+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
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 | $120,247 | $58,083+107.0% | $80,019+50.3% | $56,287+113.6% |
| Participation rate | 85.5% | 73.6%+11.9pp | 75.8%+9.7pp | 69.9%+15.6pp |
| Annual return | -7.04% | 34.61%-41.7pp | 11.22%-18.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $3,574 | $1,932+85.0% | $2,468+44.8% | $2,111+69.3% |
| Participant deferral / active EE | $4,429 | $3,135+41.3% | $3,686+20.2% | $3,350+32.2% |
| Admin fee / account holder | $217 | $623-65.2% | $6,521-96.7% | $521-58.4% |