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 Service code 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,754 | $47,126-41.1% | $149,673-81.5% | $74,419-62.7% |
| Participation rate | 73.6% | 63.4%+10.2pp | 78.8%-5.1pp | 70.7%+2.9pp |
| Annual return | 14.64% | 22.75%-8.1pp | 134.42%-119.8pp | 34.38%-19.7pp |
| Employer contribution / active EE | $435 | $1,905-77.2% | $4,818-91.0% | $2,637-83.5% |
| Participant deferral / active EE | $1,614 | $2,728-40.8% | $5,680-71.6% | $4,528-64.4% |
| Admin fee / account holder | $5 | $343-98.4% | $13,210-100.0% | $348-98.5% |