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 |
|---|---|---|
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $15,429 |
FASCORE, LLC1 year Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,811 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $675 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,125 | $39,859+3.2% | $78,689-47.7% | $57,658-28.7% |
| Participation rate | 99.8% | 66.1%+33.7pp | 73.6%+26.2pp | 70.2%+29.6pp |
| Annual return | 4.21% | 18.96%-14.8pp | 62.18%-58.0pp | 5.13%-0.9pp |
| Employer contribution / active EE | $1,423 | $1,786-20.3% | $2,851-50.1% | $1,974-27.9% |
| Participant deferral / active EE | $3,624 | $2,248+61.2% | $3,517+3.1% | $3,061+18.4% |
| Admin fee / account holder | $33 | $76-56.1% | $4,510-99.3% | $95-64.6% |