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 |
|---|---|---|
REILLY, PENNER & BENTON LLP2 years Filed as: REILLY FINANCIAL ADVISORS LLC Service code 27 7777 ALVARADO RD STE 116 · LA MESA, CA 919428245 | Advisory (Plan) | $7,152 |
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 28 320 PARK AVENUE · NEW YORK, NY 10022 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,078 | $73,867-75.5% | $143,757-87.4% | $68,494-73.6% |
| Participation rate | 74.0% | 66.7%+7.3pp | 80.3%-6.3pp | 67.9%+6.1pp |
| Annual return | -12.24% | 1.01%-13.3pp | -0.04%-12.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $954 | $3,184-70.0% | $4,951-80.7% | $2,596-63.2% |
| Participant deferral / active EE | $2,991 | $3,384-11.6% | $5,637-46.9% | $4,027-25.7% |
| Admin fee / account holder | $83 | $5,755-98.6% | $14,673-99.4% | $5,403-98.5% |