Filed October 14, 2025
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 |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $2,303 |
Filed as: MUTUAL OF AMERICA Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,916 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,140 | $46,464-37.3% | $150,298-80.6% | $79,634-63.4% |
| Participation rate | 62.9% | 57.0%+6.0pp | 77.8%-14.8pp | 62.5%+0.5pp |
| Annual return | 10.90% | 27.89%-17.0pp | 62.79%-51.9pp | 36.46%-25.6pp |
| Employer contribution / active EE | $560 | $1,512-63.0% | $4,154-86.5% | $2,529-77.9% |
| Participant deferral / active EE | $2,153 | $2,157-0.2% | $5,453-60.5% | $3,835-43.9% |
| Admin fee / account holder | $7 | $891-99.2% | $14,116-100.0% | $1,002-99.3% |