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: PETER CHISWICK Service code 14 · EIN 36-2167034 | Plan Administrator | $27,272 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 39-0859910 | Accounting | $20,040 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 11 320 PARK AVENUE · NEW YORK, NY 10022 | Actuarial | $10,328 |
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 | $8,904 | $47,634-81.3% | $90,404-90.2% | $90,288-90.1% |
| Participation rate | 90.3% | 67.5%+22.8pp | 72.7%+17.6pp | 73.4%+16.9pp |
| Annual return | 9.95% | 19.61%-9.7pp | 1293.02%-1283.1pp | 53.97%-44.0pp |
| Employer contribution / active EE | $611 | $1,749-65.1% | $3,262-81.3% | $2,524-75.8% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $3,963-100.0% | $4,232-100.0% |
| Admin fee / account holder | $39 | $106-63.6% | $5,611-99.3% | $114-66.2% |