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 · EIN 13-6164399 320 PARK AVENUE · NEW YORK, NC 10022 | Recordkeeping and information managem... | $1,646 |
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 | $34,369 | $44,873-23.4% | $79,464-56.7% | $56,287-38.9% |
| Participation rate | 97.3% | 68.7%+28.6pp | 73.3%+24.0pp | 69.9%+27.5pp |
| Annual return | 12.10% | 0.81%+11.3pp | 718.14%-706.0pp | -9.96%+22.1pp |
| Employer contribution / active EE | $1,768 | $2,140-17.4% | $2,800-36.9% | $2,111-16.2% |
| Participant deferral / active EE | $2,431 | $2,746-11.5% | $3,704-34.4% | $3,350-27.4% |
| Admin fee / account holder | $13 | $418-97.0% | $5,113-99.8% | $521-97.6% |