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 LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Investment management; Participant lo... | $825 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $712 |
Filed as: MUTUAL OF AMERICA Service code 64 · EIN 13-1614399 | Recordkeeping Fees | $339 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,041 | $52,670-84.7% | $90,404-91.1% | $73,409-89.0% |
| Participation rate | 86.1% | 67.7%+18.4pp | 72.7%+13.4pp | 72.2%+13.9pp |
| Annual return | 37.32% | 20.70%+16.6pp | 1293.02%-1255.7pp | 59.29%-22.0pp |
| Employer contribution / active EE | $1,670 | $1,872-10.8% | $3,262-48.8% | $2,234-25.2% |
| Participant deferral / active EE | $2,615 | $2,807-6.8% | $3,963-34.0% | $3,805-31.3% |
| Admin fee / account holder | $4 | $117-96.6% | $5,611-99.9% | $158-97.5% |