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 | Participant loan processing; Recordke... | $3,409 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,957 | $47,977-56.3% | $154,107-86.4% | $56,287-62.8% |
| Participation rate | 92.3% | 66.2%+26.1pp | 83.0%+9.2pp | 69.9%+22.4pp |
| Annual return | -4.25% | 3.54%-7.8pp | 735.12%-739.4pp | -9.96%+5.7pp |
| Employer contribution / active EE | $243 | $2,169-88.8% | $5,298-95.4% | $2,111-88.5% |
| Participant deferral / active EE | $1,410 | $2,392-41.1% | $5,081-72.3% | $3,350-57.9% |
| Admin fee / account holder | $10 | $438-97.8% | $13,411-99.9% | $521-98.2% |