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 | $43,808 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $400 |
RELIANCE TRUST COMPANY6+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,680 | $70,908+102.6% | $98,907+45.3% | $73,488+95.5% |
| Participation rate | 96.8% | 73.8%+23.0pp | 76.0%+20.8pp | 70.7%+26.1pp |
| Annual return | 19.28% | 34.17%-14.9pp | 196.43%-177.2pp | 28.51%-9.2pp |
| Employer contribution / active EE | $4,116 | $2,036+102.1% | $2,689+53.1% | $2,270+81.3% |
| Participant deferral / active EE | $5,449 | $3,500+55.7% | $4,244+28.4% | $3,740+45.7% |
| Admin fee / account holder | $266 | $535-50.2% | $6,642-96.0% | $513-48.1% |