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 | Recordkeeping and information managem... | $668 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $4,701 | $55,453-91.5% | $170,442-97.2% | $62,292-92.5% |
| Participation rate | 97.5% | 66.4%+31.1pp | 83.6%+13.9pp | 69.5%+28.0pp |
| Annual return | 18.85% | 21.38%-2.5pp | 205.93%-187.1pp | 28.90%-10.0pp |
| Employer contribution / active EE | $429 | $2,164-80.2% | $5,433-92.1% | $2,042-79.0% |
| Participant deferral / active EE | $1,595 | $2,303-30.7% | $4,939-67.7% | $3,169-49.7% |
| Admin fee / account holder | $4 | $455-99.1% | $13,880-100.0% | $479-99.1% |