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 LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Claims processing; Recordkeeping and ... | $372 |
Filed as: AXA EQUITABLE LIFE INS COMPANY Service code 25 · EIN 13-5570651 | Directed Trustee | $342 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $9,211 | $55,453-83.4% | $170,442-94.6% | $62,292-85.2% |
| Participation rate | 88.7% | 66.4%+22.3pp | 83.6%+5.1pp | 69.5%+19.2pp |
| Annual return | 12.81% | 21.38%-8.6pp | 205.93%-193.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,811 | $2,164-16.3% | $5,433-66.7% | $2,042-11.3% |
| Participant deferral / active EE | $1,057 | $2,303-54.1% | $4,939-78.6% | $3,169-66.7% |
| Admin fee / account holder | $15 | $455-96.7% | $13,880-99.9% | $479-96.9% |