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 SEC.CORP LLC Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Recordkeeping and ... | $6,097 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,324 | $47,126-18.7% | $149,673-74.4% | $74,419-48.5% |
| Participation rate | 95.1% | 63.4%+31.7pp | 78.8%+16.4pp | 70.7%+24.4pp |
| Annual return | 20.56% | 22.75%-2.2pp | 134.42%-113.9pp | 34.38%-13.8pp |
| Employer contribution / active EE | $2,220 | $1,905+16.5% | $4,818-53.9% | $2,637-15.8% |
| Participant deferral / active EE | $3,254 | $2,728+19.3% | $5,680-42.7% | $4,528-28.1% |
| Admin fee / account holder | $5 | $343-98.4% | $13,210-100.0% | $348-98.4% |