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 Service code 64 FOUR WESTBROOK CORPORATE CENTER · WESTCHESTER, IL 60154 | Recordkeeping Fees | $1,403 |
FRANKLIN TEMPLETON2+ years Filed as: FRANKLIN TEMPLETON DISTRIBUTORS Service code 64 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Recordkeeping Fees | $400 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 405 EMMONS AVE · ROCK FALLS, IA 61071 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,926 | $43,423-35.7% | $78,689-64.5% | $55,167-49.4% |
| Participation rate | 78.6% | 68.0%+10.6pp | 73.6%+5.0pp | 69.0%+9.6pp |
| Annual return | 5.03% | 11.53%-6.5pp | 62.18%-57.1pp | 169.23%-164.2pp |
| Employer contribution / active EE | $729 | $1,997-63.5% | $2,851-74.4% | $1,963-62.9% |
| Participant deferral / active EE | $875 | $2,509-65.1% | $3,517-75.1% | $3,054-71.3% |
| Admin fee / account holder | $10 | $416-97.6% | $4,510-99.8% | $504-98.0% |