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 | Claims processing; Participant loan p... | $2,303 |
Filed as: MUTUAL OF AMERICA Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $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 | $50,982-42.8% | $154,803-81.2% | $85,563-65.9% |
| Participation rate | 62.9% | 59.8%+3.2pp | 78.1%-15.1pp | 66.0%-3.0pp |
| Annual return | 10.90% | 30.35%-19.5pp | 58.88%-48.0pp | 31.51%-20.6pp |
| Employer contribution / active EE | $560 | $1,708-67.2% | $4,305-87.0% | $2,654-78.9% |
| Participant deferral / active EE | $2,153 | $2,474-13.0% | $5,540-61.1% | $4,375-50.8% |
| Admin fee / account holder | $7 | $846-99.2% | $14,329-100.0% | $834-99.2% |