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: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,736 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,351 | $46,732-50.0% | $156,549-85.1% | $55,167-57.7% |
| Participation rate | 99.2% | 65.8%+33.4pp | 84.0%+15.2pp | 69.0%+30.2pp |
| Annual return | 11.84% | 17.72%-5.9pp | 32.23%-20.4pp | 169.23%-157.4pp |
| Employer contribution / active EE | $1,394 | $2,105-33.8% | $5,501-74.7% | $1,963-29.0% |
| Participant deferral / active EE | $1,910 | $2,204-13.3% | $4,871-60.8% | $3,054-37.5% |
| Admin fee / account holder | $11 | $418-97.5% | $13,027-99.9% | $504-97.9% |