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... | $5,434 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,058 | $52,293-44.4% | $178,490-83.7% | $73,409-60.4% |
| Participation rate | 98.2% | 65.3%+32.9pp | 81.9%+16.3pp | 72.2%+26.1pp |
| Annual return | 11.92% | 34.75%-22.8pp | 151.07%-139.1pp | 59.29%-47.4pp |
| Employer contribution / active EE | $573 | $1,735-67.0% | $5,011-88.6% | $2,234-74.3% |
| Participant deferral / active EE | $2,108 | $2,332-9.6% | $5,202-59.5% | $3,805-44.6% |
| Admin fee / account holder | $7 | $127-94.6% | $13,984-100.0% | $158-95.7% |