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 | Account maintenance fees; Participant... | $0 |
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 | $38,557 | $37,196+3.7% | $154,107-75.0% | $55,725-30.8% |
| Participation rate | 90.6% | 64.1%+26.5pp | 83.0%+7.6pp | 70.9%+19.7pp |
| Annual return | 3.06% | 1319.68%-1316.6pp | 735.12%-732.1pp | 244.93%-241.9pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $2,575 | $2,068+24.5% | $5,081-49.3% | $3,356-23.3% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |