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 |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,149 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY AND CO LLC Service code 22 ANNUITY INSURANCE OPERATIONS · NEW YORK, NY 10004 | Insurance Broker | $17,502 |
ACTUARIAL PENSION ANALYSTS, INC.1+ years Filed as: ACTUARIAL PENSION ANALYSTS, INC Service code 13 | Contract Administrator | $5,116 |
ACTUARIAL PENSION ANALYSTS, INC.1+ years Service code 13 7000 E GENESEE ST · FAYETTEVILLE, NY 13066 | Contract Administrator | $1,850 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 15 · EIN 13-1614399 | Recordkeeping | $331 |
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 | $17,702 | $37,117-52.3% | $147,614-88.0% | $55,191-67.9% |
| Participation rate | 84.3% | 63.6%+20.7pp | 84.6%-0.3pp | 69.2%+15.2pp |
| Annual return | -0.55% | 3.44%-4.0pp | 61.98%-62.5pp | 10.78%-11.3pp |
| Employer contribution / active EE | $1,021 | $1,620-37.0% | $5,564-81.7% | $1,899-46.2% |
| Participant deferral / active EE | $1,499 | $1,985-24.5% | $4,895-69.4% | $3,046-50.8% |
| Admin fee / account holder | $5 | $86-94.0% | $11,611-100.0% | $91-94.4% |