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 | $3,158 |
RELIANCE TRUST COMPANY4+ years Service code 25 · EIN 58-1428634 | Directed Trustee | $325 |
Service code 27 · EIN 61-1732930 | 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 | $44,844 | $44,221+1.4% | $121,196-63.0% | $56,287-20.3% |
| Participation rate | 76.9% | 61.1%+15.8pp | 71.7%+5.1pp | 69.9%+7.0pp |
| Annual return | -3.91% | -3.58%-0.3pp | 16.93%-20.8pp | -9.96%+6.0pp |
| Employer contribution / active EE | $759 | $1,480-48.7% | $4,022-81.1% | $2,111-64.1% |
| Participant deferral / active EE | $3,067 | $2,521+21.7% | $3,344-8.3% | $3,350-8.4% |
| Admin fee / account holder | $25 | $480-94.9% | $5,019-99.5% | $521-95.3% |