Filed February 6, 2026 (most recent of 4 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 52 · EIN 04-1590850 | Indirect Investment Fees | $36,030 |
Filed as: SILVERSTONE ASSET MANAGEMENT, INC. Service code 27 | Advisory (Plan) | $26,062 |
GOLDLEAF PARTNERS2+ years Service code 13 · EIN 45-0514557 8009 34TH AVENUE, SUITE 320 · BLOOMINGTON, MN 56425 | Contract Administrator | $11,110 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $108,606 | $74,552+45.7% | $62,995+72.4% | $69,631+56.0% |
| Participation rate | 52.7% | 78.3%-25.6pp | 74.8%-22.1pp | 70.7%-18.0pp |
| Annual return | 14.81% | 15.77%-1.0pp | 87.57%-72.8pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $1,418 | $2,929-51.6% | $2,759-48.6% | $2,032-30.2% |
| Participant deferral / active EE | $2,476 | $2,974-16.7% | $3,329-25.6% | $3,224-23.2% |
| Admin fee / account holder | $209 | $59+251.3% | $3,600-94.2% | $110+89.0% |