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... | $2,161 |
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 | $27,158 | $43,423-37.5% | $78,689-65.5% | $55,167-50.8% |
| Participation rate | 96.1% | 68.0%+28.0pp | 73.6%+22.5pp | 69.0%+27.1pp |
| Annual return | 8.72% | 11.53%-2.8pp | 62.18%-53.5pp | 169.23%-160.5pp |
| Employer contribution / active EE | $772 | $1,997-61.3% | $2,851-72.9% | $1,963-60.6% |
| Participant deferral / active EE | $1,850 | $2,509-26.2% | $3,517-47.4% | $3,054-39.4% |
| Admin fee / account holder | $16 | $416-96.3% | $4,510-99.7% | $504-96.9% |