See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA Service code 12 · EIN 13-1614399 | Account maintenance fees; Claims proc... | $5,405 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,438 | $62,928-81.8% | $172,739-93.4% | $67,579-83.1% |
| Participation rate | 80.7% | 64.5%+16.2pp | 82.6%-2.0pp | 71.3%+9.4pp |
| Annual return | 20.20% | 30.36%-10.2pp | 802.84%-782.6pp | 378.56%-358.4pp |
| Employer contribution / active EE | $282 | $1,636-82.7% | $5,143-94.5% | $2,148-86.9% |
| Participant deferral / active EE | $921 | $2,145-57.1% | $5,198-82.3% | $3,539-74.0% |
| Admin fee / account holder | $9 | $167-94.6% | $13,954-99.9% | $142-93.6% |