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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $28,657 |
Filed as: MUTUAL OF AMERICA Service code 15 · EIN 13-1614399 | Recordkeeping | $261 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,335 | $91,190-50.3% | $178,490-74.6% | $79,858-43.2% |
| Participation rate | 98.9% | 69.2%+29.7pp | 81.9%+16.9pp | 69.6%+29.2pp |
| Annual return | 9.92% | 24.19%-14.3pp | 151.07%-141.2pp | 31.71%-21.8pp |
| Employer contribution / active EE | $882 | $3,256-72.9% | $5,011-82.4% | $2,471-64.3% |
| Participant deferral / active EE | $3,163 | $3,236-2.3% | $5,202-39.2% | $3,740-15.4% |
| Admin fee / account holder | $10 | $6,751-99.9% | $13,984-99.9% | $5,306-99.8% |