Filed December 8, 2025
Total covered: 6 employees
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 | $9,080 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $8,797 |
PENSION PLAN SPECIALISTS, PC1+ years Service code 13 · EIN 26-1570786 | Contract Administrator | $2,083 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Claims processing; Recordkeeping and ... | $198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,411 | $306,927-87.2% | $156,549-74.8% | - |
| Participation rate | 45.0% | 59.9%-14.9pp | 84.0%-39.0pp | - |
| Annual return | 1.41% | 1.08%+0.3pp | 32.23%-30.8pp | - |
| Employer contribution / active EE | $1,229 | $1,481-17.0% | $5,501-77.7% | - |
| Participant deferral / active EE | $1,978 | $1,779+11.2% | $4,871-59.4% | - |
| Admin fee / account holder | $61 | $73,834-99.9% | $13,027-99.5% | - |