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 9-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 Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $12,460 |
Service code 13 · EIN 06-1050034 | Contract Administrator | $4,966 |
Filed as: MID ATLANTIC TRUST COMPANY, SOUTH D Service code 21 330 POPLAR AVE. STE 103-E · PIERRE, SD 57501 | Bank Trustee | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,482 | $56,485-54.9% | $185,823-86.3% | $86,799-70.6% |
| Participation rate | 80.0% | 65.5%+14.5pp | 81.7%-1.7pp | 72.3%+7.7pp |
| Annual return | 15.23% | 118.04%-102.8pp | 122.05%-106.8pp | 97.91%-82.7pp |
| Employer contribution / active EE | $1,026 | $1,843-44.3% | $5,167-80.1% | $2,405-57.3% |
| Participant deferral / active EE | $2,009 | $2,553-21.3% | $5,568-63.9% | $4,131-51.4% |
| Admin fee / account holder | $76 | $150-49.1% | $16,237-99.5% | $170-55.1% |