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 | $2,802 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $715 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,274 | $55,453-56.2% | $170,442-85.8% | $62,292-61.0% |
| Participation rate | 95.5% | 66.4%+29.1pp | 83.6%+11.9pp | 69.5%+26.0pp |
| Annual return | 24.86% | 21.38%+3.5pp | 205.93%-181.1pp | 28.90%-4.0pp |
| Employer contribution / active EE | $886 | $2,164-59.0% | $5,433-83.7% | $2,042-56.6% |
| Participant deferral / active EE | $1,919 | $2,303-16.7% | $4,939-61.2% | $3,169-39.5% |
| Admin fee / account holder | $15 | $455-96.6% | $13,880-99.9% | $479-96.8% |