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 INV CORP Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Recordke... | $1,010 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $125 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,397 | $100,923-28.3% | $150,045-51.8% | $74,304-2.6% |
| Participation rate | 97.5% | 70.1%+27.5pp | 82.3%+15.2pp | 60.3%+37.2pp |
| Annual return | 11.33% | 51.77%-40.4pp | 62.55%-51.2pp | 29.43%-18.1pp |
| Employer contribution / active EE | $2,339 | $3,463-32.5% | $4,693-50.2% | $2,241+4.4% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $4 | $2,767-99.9% | $13,435-100.0% | $2,969-99.9% |