Filed August 5, 2026 (most recent of 2 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: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $2,564 |
RELIANCE TRUST COMPANY1+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $400 |
Service code 27 · EIN 36-3429599 | Advisory (Plan) | $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 | $33,364 | $37,134-10.2% | $100,671-66.9% | $52,331-36.2% |
| Participation rate | 94.8% | 57.7%+37.1pp | 70.7%+24.1pp | 68.1%+26.7pp |
| Annual return | -1.07% | 0.10%-1.2pp | 20.43%-21.5pp | 4.54%-5.6pp |
| Employer contribution / active EE | $808 | $1,187-31.9% | $4,012-79.9% | $1,882-57.1% |
| Participant deferral / active EE | $2,965 | $2,163+37.0% | $3,144-5.7% | $3,022-1.9% |
| Admin fee / account holder | $18 | $467-96.2% | $4,850-99.6% | $592-97.0% |