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 Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $5,860 |
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 | $23,133 | $56,485-59.0% | $185,823-87.6% | $86,799-73.3% |
| Participation rate | 93.5% | 65.5%+28.1pp | 81.7%+11.8pp | 72.3%+21.3pp |
| Annual return | 27.18% | 118.04%-90.9pp | 122.05%-94.9pp | 97.91%-70.7pp |
| Employer contribution / active EE | $378 | $1,843-79.5% | $5,167-92.7% | $2,405-84.3% |
| Participant deferral / active EE | $2,344 | $2,553-8.2% | $5,568-57.9% | $4,131-43.3% |
| Admin fee / account holder | $8 | $150-94.9% | $16,237-100.0% | $170-95.5% |