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 | Account maintenance fees; Claims proc... | $6,264 |
Filed as: MUTUAL OF AMERICA INVERSTMENT CORP Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Recordkeeping and information managem... | $6,264 |
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 | $23,668 | $50,815-53.4% | $155,509-84.8% | $77,643-69.5% |
| Participation rate | 76.0% | 63.1%+12.9pp | 78.2%-2.2pp | 70.6%+5.4pp |
| Annual return | 11.33% | 34.80%-23.5pp | 64.67%-53.3pp | 31.24%-19.9pp |
| Employer contribution / active EE | $3,350 | $1,993+68.1% | $4,672-28.3% | $2,726+22.9% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $9 | $437-98.0% | $15,912-99.9% | $430-98.0% |