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 63 · EIN 35-0145825 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 462060368 | 12b-1 Fees | $3,649 |
Service code 10 · EIN 59-2445709 12671 WHITEHALL DR · FORT MYERS, FL 33907 | Accounting | $1,500 |
Filed as: MUTUAL OF AMERICA Service code 65 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 100226839 | Account Maintenance | $597 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $13,623 | $47,977-71.6% | $154,107-91.2% | $56,287-75.8% |
| Participation rate | 93.5% | 66.2%+27.4pp | 83.0%+10.5pp | 69.9%+23.7pp |
| Annual return | 7.24% | 3.54%+3.7pp | 735.12%-727.9pp | -9.96%+17.2pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $896 | $2,392-62.6% | $5,081-82.4% | $3,350-73.3% |
| Admin fee / account holder | $97 | $438-77.9% | $13,411-99.3% | $521-81.4% |