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 | Account maintenance fees; Recordkeepi... | $4,335 |
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 | $36,368 | $52,953-31.3% | $172,739-78.9% | $65,185-44.2% |
| Participation rate | 92.2% | 66.2%+26.0pp | 82.6%+9.6pp | 70.2%+22.0pp |
| Annual return | 17.85% | 30.12%-12.3pp | 802.84%-785.0pp | 29.38%-11.5pp |
| Employer contribution / active EE | $2,625 | $2,190+19.9% | $5,143-49.0% | $2,177+20.6% |
| Participant deferral / active EE | $1,791 | $2,471-27.5% | $5,198-65.5% | $3,514-49.0% |
| Admin fee / account holder | $16 | $472-96.5% | $13,954-99.9% | $847-98.1% |