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 |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 320 PARK AVE · NEW YORK CITY, NY 10022 | Claims processing; Account maintenanc... | $20 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 28 · EIN 13-5570651 330 NW EXPRESSWAY · OKLAHOMA CITY, OK 73112 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $92,703-100.0% | $82,719-100.0% | $134,475-100.0% |
| Participation rate | 0.0% | 75.2%-75.2pp | 72.6%-72.6pp | 81.2%-81.2pp |
| Annual return | -13.41% | 944.92%-958.3pp | 701.18%-714.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $1,091 | $3,274-66.7% | $3,009-63.7% | $4,740-77.0% |
| Participant deferral / active EE | $1,769 | $4,802-63.2% | $4,395-59.7% | $6,400-72.4% |
| Admin fee / account holder | $0 | $5,983-100.0% | $5,329-100.0% | $11,426-100.0% |