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 |
|---|---|---|
BELL BANK1 year Service code 15 · EIN 45-0283315 | Recordkeeping | $5,714 |
Filed as: MUTUAL OF AMERICA LIFE INV CORP Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $4 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,692 | $61,272-51.5% | $149,673-80.2% | $71,457-58.4% |
| Participation rate | 89.0% | 62.5%+26.5pp | 78.8%+10.3pp | 67.9%+21.1pp |
| Annual return | 18.11% | 35.85%-17.7pp | 134.42%-116.3pp | 28.85%-10.7pp |
| Employer contribution / active EE | $1,682 | $2,378-29.3% | $4,818-65.1% | $2,588-35.0% |
| Participant deferral / active EE | $2,703 | $2,917-7.3% | $5,680-52.4% | $4,289-37.0% |
| Admin fee / account holder | $23 | $1,261-98.2% | $13,210-99.8% | $1,587-98.5% |