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 LIFE INS COMPANY Service code 15 · EIN 13-1614399 | Recordkeeping | $1,049 |
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $29,659 | $46,732-36.5% | $156,549-81.1% | $55,167-46.2% |
| Participation rate | 44.8% | 65.8%-20.9pp | 84.0%-39.2pp | 69.0%-24.1pp |
| Annual return | 3.75% | 17.72%-14.0pp | 32.23%-28.5pp | 169.23%-165.5pp |
| Employer contribution / active EE | $508 | $2,105-75.9% | $5,501-90.8% | $1,963-74.1% |
| Participant deferral / active EE | $1,937 | $2,204-12.1% | $4,871-60.2% | $3,054-36.6% |
| Admin fee / account holder | $18 | $418-95.6% | $13,027-99.9% | $504-96.4% |