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 4-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 |
|---|---|---|
MUTUAL OF AMERICA SEC. CORP LLC1+ years Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $4,160 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $6,417 | $62,603-89.7% | $104,294-93.8% | $66,914-90.4% |
| Participation rate | 51.5% | 59.6%-8.1pp | 73.3%-21.8pp | 69.8%-18.3pp |
| Annual return | 0.00% | -14.70%+14.7pp | 24.61%-24.6pp | 1.58%-1.6pp |
| Employer contribution / active EE | $214 | $1,972-89.1% | $3,372-93.7% | $2,544-91.6% |
| Participant deferral / active EE | $1,304 | $2,853-54.3% | $4,625-71.8% | $4,237-69.2% |
| Admin fee / account holder | $45 | $656-93.1% | $7,339-99.4% | $593-92.4% |