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 |
|---|---|---|
T ROWE PRICE RPS INC1 year Filed as: T. ROWE PRICE RPS INC. Service code 15 | Recordkeeping | $11,050 |
T ROWE PRICE RPS INC2+ years Filed as: T. ROWE PRICE RPS INC Service code 15 · EIN 52-1309931 | Recordkeeping | $1,750 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 13 · EIN 74-1625348 | Contract Administrator | $678 |
Filed as: MUTUAL OF AMERICA LIFE INS CO Service code 13 320 PARK AVENUE · NEW YORK, NY 10022 | Contract Administrator | $607 |
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 | $26,351 | $43,423-39.3% | $78,689-66.5% | $55,167-52.2% |
| Participation rate | 93.3% | 68.0%+25.3pp | 73.6%+19.8pp | 69.0%+24.3pp |
| Annual return | 6.90% | 11.53%-4.6pp | 62.18%-55.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $1,197 | $1,997-40.1% | $2,851-58.0% | $1,963-39.0% |
| Participant deferral / active EE | $4,233 | $2,509+68.7% | $3,517+20.4% | $3,054+38.6% |
| Admin fee / account holder | $33 | $416-92.0% | $4,510-99.3% | $504-93.4% |