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; Recordkeepi... | $1,395 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,880 | $47,977-50.2% | $154,107-84.5% | $56,287-57.6% |
| Participation rate | 85.7% | 66.2%+19.5pp | 83.0%+2.7pp | 69.9%+15.9pp |
| Annual return | -1.41% | 3.54%-4.9pp | 735.12%-736.5pp | -9.96%+8.5pp |
| Employer contribution / active EE | $872 | $2,169-59.8% | $5,298-83.5% | $2,111-58.7% |
| Participant deferral / active EE | $748 | $2,392-68.7% | $5,081-85.3% | $3,350-77.7% |
| Admin fee / account holder | $11 | $438-97.5% | $13,411-99.9% | $521-97.9% |