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 | Participant loan processing; Claims p... | $11,143 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,928 | $50,815-52.9% | $155,509-84.6% | $77,643-69.2% |
| Participation rate | 85.6% | 63.1%+22.5pp | 78.2%+7.4pp | 70.6%+15.0pp |
| Annual return | 11.36% | 34.80%-23.4pp | 64.67%-53.3pp | 31.24%-19.9pp |
| Employer contribution / active EE | $404 | $1,993-79.7% | $4,672-91.3% | $2,726-85.2% |
| Participant deferral / active EE | $1,613 | $2,822-42.9% | $5,626-71.3% | $4,647-65.3% |
| Admin fee / account holder | $14 | $437-96.8% | $15,912-99.9% | $430-96.7% |