Filed January 27, 2026
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 | $32,047 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $15,272 |
Filed as: ADMIN PARTNERS, LLS Service code 13 | Contract Administrator | $3,054 |
ASCENSUS LLC3 years Filed as: ADMIN PARTNERS, LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $0 |
BLACKROCK1 year Filed as: BLACK ROCK Service code 52 | Indirect Investment Fees | $0 |
BLACKROCK3 years Service code 52 · EIN 51-0318674 | Indirect Investment Fees | $0 |
COLUMBIA3 years Service code 52 · EIN 94-1687665 | Indirect Investment Fees | $0 |
EATON VANCE3 years Service code 52 · EIN 04-2325690 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLIN TEMLETON Service code 52 · EIN 59-6865210 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON3 years Service code 52 | Indirect Investment Fees | $0 |
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 | $72,823 | $65,322+11.5% | $70,449+3.4% | $73,488-0.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 13.89% | 15.71%-1.8pp | 109.03%-95.1pp | 28.51%-14.6pp |
| Employer contribution / active EE | $1,467 | $2,460-40.4% | $2,737-46.4% | $2,270-35.4% |
| Participant deferral / active EE | $4,093 | $3,375+21.3% | $3,709+10.4% | $3,740+9.5% |
| Admin fee / account holder | $175 | $214-18.1% | $3,845-95.4% | $513-65.8% |