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 ... | $3,438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,249 | $47,126-54.9% | $149,673-85.8% | $74,419-71.4% |
| Participation rate | 47.0% | 63.4%-16.4pp | 78.8%-31.8pp | 70.7%-23.7pp |
| Annual return | 11.72% | 22.75%-11.0pp | 134.42%-122.7pp | 34.38%-22.7pp |
| Employer contribution / active EE | $234 | $1,905-87.7% | $4,818-95.1% | $2,637-91.1% |
| Participant deferral / active EE | $1,535 | $2,728-43.7% | $5,680-73.0% | $4,528-66.1% |
| Admin fee / account holder | $4 | $343-98.8% | $13,210-100.0% | $348-98.8% |