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 INS. CO. Service code 12 · EIN 13-1614399 | Participant loan processing; Recordke... | $4,032 |
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 | $29,102 | $47,977-39.3% | $154,107-81.1% | $56,287-48.3% |
| Participation rate | 92.6% | 66.2%+26.4pp | 83.0%+9.5pp | 69.9%+22.7pp |
| Annual return | 17.60% | 3.54%+14.1pp | 735.12%-717.5pp | -9.96%+27.6pp |
| Employer contribution / active EE | $2,065 | $2,169-4.8% | $5,298-61.0% | $2,111-2.2% |
| Participant deferral / active EE | $1,788 | $2,392-25.3% | $5,081-64.8% | $3,350-46.6% |
| Admin fee / account holder | $16 | $438-96.5% | $13,411-99.9% | $521-97.0% |