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 Service code 28 1800 WEST PARK DR. · WESTBOROUGH, MA 01581 | Investment Management | $31,538 |
CASTIGLIA LLP4+ years Service code 10 · EIN 46-2725636 | Accounting | $15,292 |
ROTHMAN, ROCCO, LARUFFA, LLP3 years Filed as: ROTHMAN ROCCO LARUFFA LLP Service code 29 3 WEST MAIN STREET · ELMSFORD, NY 10523 | Legal | $12,538 |
AMALGAMATED BANK3 years Service code 19 · EIN 13-4920330 | Securities Custodian | $7,062 |
BASIL CASTROVINCI ASSOCIATES INC4+ years Filed as: BASIL CASTROVINCI Service code 16 · EIN 13-2831500 | Consulting | $7,001 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,181 | $82,546-85.2% | $140,016-91.3% | $75,289-83.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 72.4%+27.6pp |
| Annual return | -2.56% | -0.36%-2.2pp | 651.12%-653.7pp | -0.04%-2.5pp |
| Employer contribution / active EE | $1,227 | $3,856-68.2% | $5,606-78.1% | $2,405-49.0% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $6,927-100.0% | $3,739-100.0% |
| Admin fee / account holder | $213 | $86+148.5% | $10,705-98.0% | $102+108.3% |