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; Participant loan p... | $808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,617 | $47,977-63.3% | $154,107-88.6% | $56,287-68.7% |
| Participation rate | 44.4% | 66.2%-21.8pp | 83.0%-38.7pp | 69.9%-25.5pp |
| Annual return | -6.70% | 3.54%-10.2pp | 735.12%-741.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $426 | $2,169-80.4% | $5,298-92.0% | $2,111-79.8% |
| Participant deferral / active EE | $1,129 | $2,392-52.8% | $5,081-77.8% | $3,350-66.3% |
| Admin fee / account holder | $9 | $438-97.8% | $13,411-99.9% | $521-98.2% |