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 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $2,800 |
Annual investment return 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 | $25,517 | $62,928-59.4% | $172,739-85.2% | $67,579-62.2% |
| Participation rate | 98.3% | 64.5%+33.9pp | 82.6%+15.7pp | 71.3%+27.1pp |
| Annual return | 15.06% | 30.36%-15.3pp | 802.84%-787.8pp | 378.56%-363.5pp |
| Employer contribution / active EE | $553 | $1,636-66.2% | $5,143-89.2% | $2,148-74.2% |
| Participant deferral / active EE | $2,883 | $2,145+34.4% | $5,198-44.5% | $3,539-18.6% |
| Admin fee / account holder | $21 | $167-87.1% | $13,954-99.8% | $142-84.9% |