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 ... | $11,357 |
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 | $27,490 | $50,982-46.1% | $154,803-82.2% | $85,563-67.9% |
| Participation rate | 94.7% | 59.8%+34.9pp | 78.1%+16.6pp | 66.0%+28.8pp |
| Annual return | 9.09% | 30.35%-21.3pp | 58.88%-49.8pp | 31.51%-22.4pp |
| Employer contribution / active EE | $4,100 | $1,708+140.0% | $4,305-4.8% | $2,654+54.5% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $13 | $846-98.5% | $14,329-99.9% | $834-98.5% |