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; Participant loan p... | $1,873 |
METLIFE LIFE INSURANCE COMPANY1+ years Filed as: METROPOLITAN LIFE INSURANCE COMPANY Service code 64 300 DAVIDSON AVENUE · SOMERSET, NJ 08873 | Recordkeeping Fees | $338 |
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 | $18,399 | $41,854-56.0% | $73,843-75.1% | $52,331-64.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 73.4%+26.6pp | 68.1%+31.9pp |
| Annual return | -0.76% | 2.11%-2.9pp | 2267.84%-2268.6pp | 4.54%-5.3pp |
| Employer contribution / active EE | $2,776 | $1,920+44.5% | $2,787-0.4% | $1,882+47.5% |
| Participant deferral / active EE | $4,716 | $2,498+88.8% | $3,583+31.6% | $3,022+56.0% |
| Admin fee / account holder | $6 | $493-98.8% | $4,880-99.9% | $592-99.0% |