Filed December 18, 2025 (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: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 38 · EIN 04-1590850 | Participant Communication | $136,155 |
Filed as: CAPFINANCIAL PARTNERS LLC DBA CAPTR Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $94,096 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $35,702 |
RSM US LLP4 years Service code 10 · EIN 42-0714325 | Accounting | $26,250 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,723 | $98,780+64.7% | $60,874+167.3% | $77,904+108.9% |
| Participation rate | 99.4% | 76.7%+22.7pp | 73.1%+26.3pp | 73.7%+25.7pp |
| Annual return | -16.28% | -11.56%-4.7pp | 16.90%-33.2pp | 12.21%-28.5pp |
| Employer contribution / active EE | $2,638 | $3,605-26.8% | $2,701-2.3% | $2,848-7.4% |
| Participant deferral / active EE | $7,574 | $4,200+80.3% | $3,817+98.4% | $4,806+57.6% |
| Admin fee / account holder | $153 | $89+72.7% | $3,224-95.3% | $133+15.4% |