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 |
|---|---|---|
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,742 |
EVERHART ADVISORS1 year Service code 27 · EIN 31-1440043 535 METRO PLACE SOUTH · DUBLIN, OH 43017 | Advisory (Plan) | $4,290 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $848 |
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 | $18,385 | $62,586-70.6% | $76,768-76.1% | $64,186-71.4% |
| Participation rate | 97.8% | 72.8%+24.9pp | 77.0%+20.8pp | 69.6%+28.2pp |
| Annual return | -2.90% | -1.95%-1.0pp | 2.43%-5.3pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,493 | $1,832-18.5% | $2,485-39.9% | $2,381-37.3% |
| Participant deferral / active EE | $1,609 | $3,145-48.8% | $3,852-58.2% | $3,470-53.6% |
| Admin fee / account holder | $113 | $4,667-97.6% | $6,675-98.3% | $4,888-97.7% |