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 | $36,147 |
CASTIGLIA LLP6+ years Service code 10 · EIN 46-2725636 | Accounting | $19,507 |
ROTHMAN, ROCCO, LARUFFA, LLP5 years Filed as: ROTHMAN ROCCO LARUFFA LLP Service code 29 3 WEST MAIN STREET · ELMSFORD, NY 10523 | Legal | $12,821 |
BASIL CASTROVINCI ASSOCIATES INC6+ years Filed as: BASIL CASTROVINCI Service code 16 · EIN 13-2831500 | Consulting | $7,001 |
AMALGAMATED BANK5 years Service code 19 · EIN 13-4920330 | Securities Custodian | $5,493 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $9,161 | $110,699-91.7% | $177,821-94.8% | $90,288-89.9% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 10.23% | 22.79%-12.6pp | 48.32%-38.1pp | 53.97%-43.7pp |
| Employer contribution / active EE | $1,321 | $4,118-67.9% | $5,918-77.7% | $2,524-47.7% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,232-100.0% |
| Admin fee / account holder | $111 | $90+23.3% | $12,427-99.1% | $114-2.7% |