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 | Claims processing; Recordkeeping and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,375 | $62,928-78.7% | $172,739-92.3% | $67,579-80.2% |
| Participation rate | 96.1% | 64.5%+31.6pp | 82.6%+13.5pp | 71.3%+24.8pp |
| Annual return | 5.90% | 30.36%-24.5pp | 802.84%-796.9pp | 378.56%-372.7pp |
| Employer contribution / active EE | $1,044 | $1,636-36.2% | $5,143-79.7% | $2,148-51.4% |
| Participant deferral / active EE | $919 | $2,145-57.1% | $5,198-82.3% | $3,539-74.0% |
| Admin fee / account holder | $4 | $167-97.6% | $13,954-100.0% | $142-97.1% |