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 15 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping | $3,563 |
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 | $7,280 | $39,859-81.7% | $78,689-90.7% | $57,658-87.4% |
| Participation rate | 89.6% | 66.1%+23.5pp | 73.6%+16.1pp | 70.2%+19.4pp |
| Annual return | 6.86% | 18.96%-12.1pp | 62.18%-55.3pp | 5.13%+1.7pp |
| Employer contribution / active EE | $534 | $1,786-70.1% | $2,851-81.3% | $1,974-73.0% |
| Participant deferral / active EE | $909 | $2,248-59.6% | $3,517-74.2% | $3,061-70.3% |
| Admin fee / account holder | $5 | $76-93.3% | $4,510-99.9% | $95-94.6% |