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 | Recordkeeping and information managem... | $4,489 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $41,000 | $58,879-30.4% | $178,490-77.0% | $73,488-44.2% |
| Participation rate | 91.5% | 66.2%+25.3pp | 81.9%+9.6pp | 70.7%+20.8pp |
| Annual return | 12.06% | 24.86%-12.8pp | 151.07%-139.0pp | 28.51%-16.5pp |
| Employer contribution / active EE | $2,534 | $2,236+13.3% | $5,011-49.4% | $2,270+11.6% |
| Participant deferral / active EE | $1,788 | $2,567-30.4% | $5,202-65.6% | $3,740-52.2% |
| Admin fee / account holder | $17 | $400-95.7% | $13,984-99.9% | $513-96.7% |