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 Service code 12 320 PARK AVE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $1,298 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,281 | $56,317-72.9% | $71,209-78.5% | $74,304-79.4% |
| Participation rate | 92.1% | 55.1%+37.0pp | 73.8%+18.3pp | 60.3%+31.7pp |
| Annual return | 11.06% | 42.83%-31.8pp | 282.51%-271.5pp | 29.43%-18.4pp |
| Employer contribution / active EE | $925 | $2,160-57.2% | $2,721-66.0% | $2,241-58.7% |
| Participant deferral / active EE | $1,962 | $2,788-29.6% | $4,175-53.0% | $3,767-47.9% |
| Admin fee / account holder | $9 | $2,290-99.6% | $5,349-99.8% | $2,969-99.7% |