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 | Participant loan processing; Recordke... | $2,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $44,692 | $37,196+20.2% | $154,107-71.0% | $55,725-19.8% |
| Participation rate | 26.6% | 64.1%-37.5pp | 83.0%-56.5pp | 70.9%-44.3pp |
| Annual return | 10.46% | 1319.68%-1309.2pp | 735.12%-724.7pp | 244.93%-234.5pp |
| Employer contribution / active EE | $111 | $1,614-93.1% | $5,298-97.9% | $2,078-94.6% |
| Participant deferral / active EE | $656 | $2,068-68.3% | $5,081-87.1% | $3,356-80.5% |
| Admin fee / account holder | $9 | $102-90.8% | $13,411-99.9% | $115-91.9% |