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 ... | $6,716 |
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 | $21,426 | $56,485-62.1% | $185,823-88.5% | $86,799-75.3% |
| Participation rate | 94.9% | 65.5%+29.4pp | 81.7%+13.2pp | 72.3%+22.6pp |
| Annual return | 19.16% | 118.04%-98.9pp | 122.05%-102.9pp | 97.91%-78.8pp |
| Employer contribution / active EE | $2,657 | $1,843+44.2% | $5,167-48.6% | $2,405+10.5% |
| Participant deferral / active EE | $0 | $2,553-100.0% | $5,568-100.0% | $4,131-100.0% |
| Admin fee / account holder | $10 | $150-93.1% | $16,237-99.9% | $170-93.9% |