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 ONE AMERICAN SQUARE · INDIANAPOLIS, IN 462060368 | Recordkeeping | $2,860 |
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 | $530 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $14,516 | $52,953-72.6% | $172,739-91.6% | $65,185-77.7% |
| Participation rate | 86.6% | 66.2%+20.4pp | 82.6%+4.0pp | 70.2%+16.4pp |
| Annual return | 4.12% | 30.12%-26.0pp | 802.84%-798.7pp | 29.38%-25.3pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $609 | $2,471-75.4% | $5,198-88.3% | $3,514-82.7% |
| Admin fee / account holder | $61 | $472-87.2% | $13,954-99.6% | $847-92.8% |