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: FIDELITY INV. INST. OPS. CO. Service code 37 · EIN 04-2647786 | Loan Processing | $4,334 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 13 · EIN 13-1614399 320 PARK AVE · NEW YORK, NY 10022 | Contract Administrator | $438 |
Service code 27 · EIN 20-4751585 | Advisory (Plan) | $212 |
FID INV INST OPS CO2 years Service code 60 | Sub-TA 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 | $32,064 | $52,953-39.4% | $172,739-81.4% | $65,185-50.8% |
| Participation rate | 81.6% | 66.2%+15.4pp | 82.6%-1.1pp | 70.2%+11.4pp |
| Annual return | 18.91% | 30.12%-11.2pp | 802.84%-783.9pp | 29.38%-10.5pp |
| Employer contribution / active EE | $672 | $2,190-69.3% | $5,143-86.9% | $2,177-69.1% |
| Participant deferral / active EE | $1,916 | $2,471-22.4% | $5,198-63.1% | $3,514-45.5% |
| Admin fee / account holder | $30 | $472-93.6% | $13,954-99.8% | $847-96.5% |