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 4-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 |
|---|---|---|
MUTUAL OF AMERICA SEC. CORP LLC2+ years Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $29,386 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,590 | $52,208-75.9% | $86,612-85.5% | $74,419-83.1% |
| Participation rate | 97.5% | 66.3%+31.2pp | 71.7%+25.9pp | 70.7%+26.8pp |
| Annual return | 29.85% | 44.46%-14.6pp | 591.07%-561.2pp | 34.38%-4.5pp |
| Employer contribution / active EE | $1,771 | $2,282-22.4% | $3,022-41.4% | $2,637-32.9% |
| Participant deferral / active EE | $1,987 | $3,383-41.3% | $4,438-55.2% | $4,528-56.1% |
| Admin fee / account holder | $29 | $319-91.0% | $5,614-99.5% | $348-91.7% |