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 INS CO Service code 62 · EIN 04-1590850 | Float revenue; Recordkeeping fees | $23,819 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,555 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $4,351 |
ASCENSUS LLC1 year Filed as: ADMIN PARTNERS LLC Service code 13 · EIN 26-3310639 | Contract Administrator | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,102 | $60,989+3.5% | $60,874+3.7% | $66,914-5.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 73.1%+26.9pp | 69.8%+30.2pp |
| Annual return | -15.60% | -9.60%-6.0pp | 16.90%-32.5pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,944 | $2,661-26.9% | $2,701-28.0% | $2,544-23.6% |
| Participant deferral / active EE | $5,571 | $3,615+54.1% | $3,817+46.0% | $4,237+31.5% |
| Admin fee / account holder | $134 | $338-60.4% | $3,224-95.8% | $593-77.4% |