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 |
|---|---|---|
M GREEN & COMPANY LLP3 years Service code 10 · EIN 94-1683129 | Accounting | $17,800 |
Filed as: TRANSAMERICA LIFE INSURANCE COMPANY Service code 15 · EIN 39-0989781 | Recordkeeping | $6,703 |
Filed as: MASS MUTUAL Service code 27 · EIN 04-1590850 | Advisory (Plan) | $6,333 |
Annual investment return 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 | $138,909 | $66,098+110.2% | $101,794+36.5% | $74,304+86.9% |
| Participation rate | 92.7% | 53.8%+39.0pp | 69.2%+23.5pp | 60.3%+32.4pp |
| Annual return | 9.71% | 19.59%-9.9pp | 30.53%-20.8pp | 29.43%-19.7pp |
| Employer contribution / active EE | $8,920 | $1,082+724.7% | $2,289+289.7% | $2,241+298.0% |
| Participant deferral / active EE | $4,322 | $2,781+55.4% | $4,084+5.8% | $3,767+14.7% |
| Admin fee / account holder | $241 | $4,146-94.2% | $8,777-97.3% | $2,969-91.9% |