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 9-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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $4,555 |
Filed as: AMERICAN UNITED LIFE INURANCE CO Service code 52 | Indirect Investment Fees | $0 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,939 | $47,977-70.9% | $154,107-91.0% | $56,287-75.2% |
| Participation rate | 75.7% | 66.2%+9.6pp | 83.0%-7.3pp | 69.9%+5.9pp |
| Annual return | 1.48% | 3.54%-2.1pp | 735.12%-733.6pp | -9.96%+11.4pp |
| Employer contribution / active EE | $700 | $2,169-67.7% | $5,298-86.8% | $2,111-66.8% |
| Participant deferral / active EE | $799 | $2,392-66.6% | $5,081-84.3% | $3,350-76.2% |
| Admin fee / account holder | $14 | $438-96.9% | $13,411-99.9% | $521-97.4% |