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 |
|---|---|---|
STANCORP FINANCIAL GROUP2+ years Service code 12 · EIN 93-1253576 | Claims processing; Recordkeeping and ... | $29,602 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $679 |
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 | $57,855 | $55,453+4.3% | $170,442-66.1% | $62,292-7.1% |
| Participation rate | 95.8% | 66.4%+29.5pp | 83.6%+12.2pp | 69.5%+26.3pp |
| Annual return | 17.57% | 21.38%-3.8pp | 205.93%-188.4pp | 28.90%-11.3pp |
| Employer contribution / active EE | $2,747 | $2,164+27.0% | $5,433-49.4% | $2,042+34.5% |
| Participant deferral / active EE | $4,364 | $2,303+89.5% | $4,939-11.7% | $3,169+37.7% |
| Admin fee / account holder | $156 | $455-65.6% | $13,880-98.9% | $479-67.4% |