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 ... | $3,648 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,614 | $47,126-56.3% | $149,673-86.2% | $74,419-72.3% |
| Participation rate | 95.0% | 63.4%+31.6pp | 78.8%+16.2pp | 70.7%+24.2pp |
| Annual return | 8.73% | 22.75%-14.0pp | 134.42%-125.7pp | 34.38%-25.6pp |
| Employer contribution / active EE | $3,534 | $1,905+85.5% | $4,818-26.6% | $2,637+34.0% |
| Participant deferral / active EE | $0 | $2,728-100.0% | $5,680-100.0% | $4,528-100.0% |
| Admin fee / account holder | $5 | $343-98.5% | $13,210-100.0% | $348-98.5% |