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 |
|---|---|---|
Filed as: MMUTUAL OF AMERICA Service code 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $4,570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,449 | $61,156-56.8% | $185,823-85.8% | $79,386-66.7% |
| Participation rate | 47.7% | 66.6%-18.9pp | 81.7%-34.0pp | 70.7%-23.0pp |
| Annual return | 12.83% | 19.45%-6.6pp | 122.05%-109.2pp | 116.85%-104.0pp |
| Employer contribution / active EE | $365 | $2,321-84.3% | $5,167-92.9% | $2,427-84.9% |
| Participant deferral / active EE | $1,752 | $2,789-37.2% | $5,568-68.5% | $4,046-56.7% |
| Admin fee / account holder | $75 | $710-89.5% | $16,237-99.5% | $626-88.1% |