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 8-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 12 · EIN 13-3689044 | Claims processing; Recordkeeping and ... | $82,308 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS, LLP Service code 10 · EIN 91-0189318 | Accounting | $37,000 |
Filed as: MUTUAL OF AMERICA LIFE INS. CO. Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,290 |
NATIONAL FINANCIAL SERVICES6+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,638 | $47,634+79.8% | $90,404-5.3% | $90,288-5.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.7%+27.3pp | 73.4%+26.6pp |
| Annual return | 15.74% | 19.61%-3.9pp | 1293.02%-1277.3pp | 53.97%-38.2pp |
| Employer contribution / active EE | $5,633 | $1,749+222.1% | $3,262+72.7% | $2,524+123.2% |
| Participant deferral / active EE | $6,832 | $2,824+141.9% | $3,963+72.4% | $4,232+61.4% |
| Admin fee / account holder | $59 | $106-44.1% | $5,611-98.9% | $114-48.0% |