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; Claims p... | $1,185 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,868 | $55,453-55.2% | $170,442-85.4% | $62,292-60.1% |
| Participation rate | 59.6% | 66.4%-6.8pp | 83.6%-24.0pp | 69.5%-9.9pp |
| Annual return | 29.32% | 21.38%+7.9pp | 205.93%-176.6pp | 28.90%+0.4pp |
| Employer contribution / active EE | $331 | $2,164-84.7% | $5,433-93.9% | $2,042-83.8% |
| Participant deferral / active EE | $1,215 | $2,303-47.3% | $4,939-75.4% | $3,169-61.7% |
| Admin fee / account holder | $8 | $455-98.3% | $13,880-99.9% | $479-98.4% |