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: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,334 |
Filed as: RELIASTAR LIFE INSURENCE COMPANY Service code 64 · EIN 41-0451140 P.O. BOX 5050 · MINOT, ND 58702 | Recordkeeping Fees | $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 | $26,968 | $47,977-43.8% | $154,107-82.5% | $56,287-52.1% |
| Participation rate | 92.9% | 66.2%+26.7pp | 83.0%+9.8pp | 69.9%+23.0pp |
| Annual return | -3.91% | 3.54%-7.4pp | 735.12%-739.0pp | -9.96%+6.0pp |
| Employer contribution / active EE | $1,525 | $2,169-29.7% | $5,298-71.2% | $2,111-27.8% |
| Participant deferral / active EE | $733 | $2,392-69.4% | $5,081-85.6% | $3,350-78.1% |
| Admin fee / account holder | $7 | $438-98.5% | $13,411-100.0% | $521-98.7% |