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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: MUTUAL OF AMERICAN INVESTMENT CORP Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Other insurance wrap fees; Claims pro... | $1,564 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,848 | $56,317-39.9% | $71,209-52.5% | $74,304-54.4% |
| Participation rate | 75.3% | 55.1%+20.2pp | 73.8%+1.6pp | 60.3%+15.0pp |
| Annual return | 4.28% | 42.83%-38.6pp | 282.51%-278.2pp | 29.43%-25.2pp |
| Employer contribution / active EE | $814 | $2,160-62.3% | $2,721-70.1% | $2,241-63.7% |
| Participant deferral / active EE | $1,104 | $2,788-60.4% | $4,175-73.6% | $3,767-70.7% |
| Admin fee / account holder | $11 | $2,290-99.5% | $5,349-99.8% | $2,969-99.6% |