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; Participant... | $1,209 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $23,565 | $49,177-52.1% | $79,464-70.3% | $64,186-63.3% |
| Participation rate | 98.7% | 65.0%+33.7pp | 73.3%+25.3pp | 69.6%+29.1pp |
| Annual return | 0.66% | -1.16%+1.8pp | 718.14%-717.5pp | 7.63%-7.0pp |
| Employer contribution / active EE | $765 | $2,076-63.2% | $2,800-72.7% | $2,381-67.9% |
| Participant deferral / active EE | $1,666 | $2,821-41.0% | $3,704-55.0% | $3,470-52.0% |
| Admin fee / account holder | $6 | $3,839-99.9% | $5,113-99.9% | $4,888-99.9% |