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 | Recordkeeping and information managem... | $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 | $9,701 | $62,928-84.6% | $172,739-94.4% | $67,579-85.6% |
| Participation rate | 86.6% | 64.5%+22.2pp | 82.6%+4.0pp | 71.3%+15.4pp |
| Annual return | 7.26% | 30.36%-23.1pp | 802.84%-795.6pp | 378.56%-371.3pp |
| Employer contribution / active EE | $1,487 | $1,636-9.1% | $5,143-71.1% | $2,148-30.7% |
| Participant deferral / active EE | $1,027 | $2,145-52.1% | $5,198-80.2% | $3,539-71.0% |
| Admin fee / account holder | $104 | $167-37.8% | $13,954-99.3% | $142-27.1% |