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 |
|---|---|---|
ALLIANCE BENEFIT GROUP1 year Filed as: ALLIANCE BENEFIT GROUP OF MI, INC. Service code 15 · EIN 38-2738460 | Recordkeeping | $12,657 |
Service code 16 · EIN 38-3462761 | Consulting | $2,591 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Account maintenanc... | $558 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,347 | $52,953-89.9% | $172,739-96.9% | $65,185-91.8% |
| Participation rate | 88.9% | 66.2%+22.7pp | 82.6%+6.2pp | 70.2%+18.7pp |
| Annual return | 15.77% | 30.12%-14.4pp | 802.84%-787.1pp | 29.38%-13.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,162 | $2,471-53.0% | $5,198-77.6% | $3,514-66.9% |
| Admin fee / account holder | $63 | $472-86.6% | $13,954-99.5% | $847-92.5% |