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 | Recordkeeping and information managem... | $2,424 |
Annual investment return 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 | $22,952 | $46,173-50.3% | $170,442-86.5% | $69,631-67.0% |
| Participation rate | 86.7% | 63.9%+22.8pp | 83.6%+3.1pp | 70.7%+16.0pp |
| Annual return | 12.29% | 21.62%-9.3pp | 205.93%-193.6pp | 27571.02%-27558.7pp |
| Employer contribution / active EE | $439 | $1,610-72.7% | $5,433-91.9% | $2,032-78.4% |
| Participant deferral / active EE | $1,812 | $2,080-12.9% | $4,939-63.3% | $3,224-43.8% |
| Admin fee / account holder | $9 | $116-91.9% | $13,880-99.9% | $110-91.5% |