Filed February 25, 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: BEIRNE WEALTH CONSULTING LLC Service code 27 · EIN 37-1707957 | Advisory (Plan) | $15,568 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $1,117 |
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 | $84,337 | $100,041-15.7% | $149,718-43.7% | $70,131+20.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 14.12% | 27.43%-13.3pp | 1501.63%-1487.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $4,446 | $3,662+21.4% | $5,445-18.4% | $2,342+89.8% |
| Participant deferral / active EE | $5,057 | $4,983+1.5% | $6,569-23.0% | $3,332+51.8% |
| Admin fee / account holder | $160 | $8,286-98.1% | $11,283-98.6% | $4,645-96.6% |