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 |
|---|---|---|
MUTUAL OF AMERICA INVESTMENT CORP10+ years Filed as: MUTUAL OF AMERICA Service code 28 1800 WEST PARK DR. · WESTBOROUGH, MA 01581 | Investment Management | $37,881 |
CASTIGLIA LLP10+ years Service code 10 · EIN 46-2725636 | Accounting | $27,163 |
AMALGAMATED BANK9 years Service code 19 · EIN 13-4920330 | Securities Custodian | $22,402 |
ROTHMAN, ROCCO, LARUFFA, LLP9 years Filed as: ROTHMAN ROCCO LARUFFA LLP Service code 29 3 WEST MAIN STREET · ELMSFORD, NY 10523 | Legal | $15,872 |
SYNTONIC SYSTEMS, INC.4 years Service code 15 111 JOHN STREET · NEW YORK, NY 10011 | Recordkeeping | $9,750 |
BASIL CASTROVINCI ASSOCIATES INC10+ years Filed as: BASIL CASTROVINCI Service code 16 · EIN 13-2831500 | Consulting | $7,792 |
MARINER LLC1 year Filed as: MARINER Service code 27 531 WEST MORSE BLVD · WINTER PARK, FL 32789 | Advisory (Plan) | $5,500 |
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 | $10,410 | $122,693-91.5% | $184,203-94.3% | $199,593-94.8% |
| Participation rate | 100.0% | 86.8%+13.2pp | 86.8%+13.2pp | 72.0%+28.0pp |
| Annual return | 6.53% | 143.91%-137.4pp | 28.81%-22.3pp | 34.25%-27.7pp |
| Employer contribution / active EE | $1,845 | $4,584-59.7% | $6,427-71.3% | $3,034-39.2% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $9,131-100.0% | $5,087-100.0% |
| Admin fee / account holder | $109 | $121-9.7% | $13,901-99.2% | $269-59.5% |