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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $2,774 |
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 | $23,951 | $37,196-35.6% | $154,107-84.5% | $55,725-57.0% |
| Participation rate | 89.7% | 64.1%+25.6pp | 83.0%+6.7pp | 70.9%+18.9pp |
| Annual return | -1.03% | 1319.68%-1320.7pp | 735.12%-736.1pp | 244.93%-246.0pp |
| Employer contribution / active EE | $1,065 | $1,614-34.0% | $5,298-79.9% | $2,078-48.7% |
| Participant deferral / active EE | $1,382 | $2,068-33.2% | $5,081-72.8% | $3,356-58.8% |
| Admin fee / account holder | $10 | $102-90.3% | $13,411-99.9% | $115-91.5% |