See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MUTUAL OF AMERICA SEC. CORP LLC1+ years Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $19,980 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Filed as: WILSHIRE ASSOCIATES INC. Service code 31 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Named fiduciary | $850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $85,367 | $82,917+3.0% | $103,333-17.4% | $77,643+9.9% |
| Participation rate | 43.8% | 71.6%-27.7pp | 74.5%-30.7pp | 70.6%-26.8pp |
| Annual return | 56.34% | 19.13%+37.2pp | 24.88%+31.5pp | 31.24%+25.1pp |
| Employer contribution / active EE | $1,769 | $3,552-50.2% | $3,868-54.3% | $2,726-35.1% |
| Participant deferral / active EE | $3,062 | $4,108-25.5% | $5,057-39.5% | $4,647-34.1% |
| Admin fee / account holder | $159 | $638-75.1% | $8,355-98.1% | $430-63.0% |