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 | Claims processing; Recordkeeping and ... | $6,104 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,620 | $52,293-75.9% | $178,490-92.9% | $73,409-82.8% |
| Participation rate | 80.4% | 65.3%+15.1pp | 81.9%-1.5pp | 72.2%+8.2pp |
| Annual return | 12.93% | 34.75%-21.8pp | 151.07%-138.1pp | 59.29%-46.4pp |
| Employer contribution / active EE | $274 | $1,735-84.2% | $5,011-94.5% | $2,234-87.7% |
| Participant deferral / active EE | $981 | $2,332-57.9% | $5,202-81.1% | $3,805-74.2% |
| Admin fee / account holder | $9 | $127-92.6% | $13,984-99.9% | $158-94.1% |