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 |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,622 |
ADP BROKER-DEALER1 year Filed as: ADP BROKER DEALER Service code 49 · EIN 22-3319984 | Other Services | $0 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $7,705 | $34,495-77.7% | $78,689-90.2% | $63,975-88.0% |
| Participation rate | 16.7% | 60.8%-44.1pp | 73.6%-56.8pp | 71.1%-54.4pp |
| Annual return | 6.37% | 11.62%-5.3pp | 62.18%-55.8pp | 48.65%-42.3pp |
| Employer contribution / active EE | $88 | $1,398-93.7% | $2,851-96.9% | $2,182-96.0% |
| Participant deferral / active EE | $171 | $2,100-91.8% | $3,517-95.1% | $3,356-94.9% |
| Admin fee / account holder | $10 | $68-85.5% | $4,510-99.8% | $70-86.0% |