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 | Claims processing; Recordkeeping and ... | $5,554 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,854 | $46,292-57.1% | $143,757-86.2% | $64,808-69.4% |
| Participation rate | 94.8% | 64.2%+30.6pp | 80.3%+14.5pp | 71.5%+23.4pp |
| Annual return | -10.30% | -10.05%-0.3pp | -0.04%-10.3pp | 32.82%-43.1pp |
| Employer contribution / active EE | $421 | $1,910-78.0% | $4,951-91.5% | $2,506-83.2% |
| Participant deferral / active EE | $2,758 | $2,646+4.2% | $5,637-51.1% | $4,310-36.0% |
| Admin fee / account holder | $7 | $154-95.5% | $14,673-100.0% | $188-96.3% |