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... | $910 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $24,460 | $77,634-68.5% | $156,549-84.4% | $62,891-61.1% |
| Participation rate | 54.0% | 71.2%-17.2pp | 84.0%-30.0pp | 69.3%-15.3pp |
| Annual return | 16.80% | 50.32%-33.5pp | 32.23%-15.4pp | 20.14%-3.3pp |
| Employer contribution / active EE | $321 | $3,444-90.7% | $5,501-94.2% | $2,281-85.9% |
| Participant deferral / active EE | $1,443 | $3,045-52.6% | $4,871-70.4% | $3,203-55.0% |
| Admin fee / account holder | $15 | $5,561-99.7% | $13,027-99.9% | $4,296-99.6% |