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... | $2,094 |
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 | $23,424 | $55,453-57.8% | $170,442-86.3% | $62,292-62.4% |
| Participation rate | 96.6% | 66.4%+30.2pp | 83.6%+13.0pp | 69.5%+27.1pp |
| Annual return | 11.75% | 21.38%-9.6pp | 205.93%-194.2pp | 28.90%-17.2pp |
| Employer contribution / active EE | $1,165 | $2,164-46.2% | $5,433-78.6% | $2,042-43.0% |
| Participant deferral / active EE | $1,169 | $2,303-49.2% | $4,939-76.3% | $3,169-63.1% |
| Admin fee / account holder | $9 | $455-98.1% | $13,880-99.9% | $479-98.2% |