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 ... | $2,083 |
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 | $25,567 | $55,453-53.9% | $170,442-85.0% | $62,292-59.0% |
| Participation rate | 89.7% | 66.4%+23.3pp | 83.6%+6.1pp | 69.5%+20.2pp |
| Annual return | 15.41% | 21.38%-6.0pp | 205.93%-190.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $2,962 | $2,164+36.9% | $5,433-45.5% | $2,042+45.0% |
| Participant deferral / active EE | $1,742 | $2,303-24.3% | $4,939-64.7% | $3,169-45.0% |
| Admin fee / account holder | $11 | $455-97.7% | $13,880-99.9% | $479-97.8% |