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 | $1,345 |
FRANKLIN TEMPLETON3+ years Filed as: FRANKLIN TEMPLETON DISTRIBUTORS Service code 64 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Recordkeeping Fees | $265 |
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 | $31,592 | $50,637-37.6% | $86,590-63.5% | $62,292-49.3% |
| Participation rate | 72.3% | 67.9%+4.4pp | 73.5%-1.3pp | 69.5%+2.8pp |
| Annual return | 7.97% | 20.80%-12.8pp | 964.84%-956.9pp | 28.90%-20.9pp |
| Employer contribution / active EE | $788 | $2,075-62.0% | $2,839-72.3% | $2,042-61.4% |
| Participant deferral / active EE | $960 | $2,611-63.2% | $3,609-73.4% | $3,169-69.7% |
| Admin fee / account holder | $10 | $413-97.6% | $4,906-99.8% | $479-97.9% |