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 |
|---|---|---|
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL BENEFITS GROUP, INC. Service code 15 · EIN 04-3015875 | Recordkeeping | $17,512 |
Service code 27 · EIN 04-3422848 | Advisory (Plan) | $7,450 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $273 |
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 | $9,448 | $61,156-84.6% | $185,823-94.9% | $79,386-88.1% |
| Participation rate | 90.4% | 66.6%+23.8pp | 81.7%+8.7pp | 70.7%+19.7pp |
| Annual return | 13.18% | 19.45%-6.3pp | 122.05%-108.9pp | 116.85%-103.7pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,671 | $2,789-40.1% | $5,568-70.0% | $4,046-58.7% |
| Admin fee / account holder | $118 | $710-83.4% | $16,237-99.3% | $626-81.2% |