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 LIFE INSURANCE CO Service code 10 · EIN 13-1614399 320 PARK AVE · NEW YORK, NY 10022 | Accounting | $2,490 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $45,809 | $50,637-9.5% | $86,590-47.1% | $62,292-26.5% |
| Participation rate | 97.3% | 67.9%+29.4pp | 73.5%+23.8pp | 69.5%+27.8pp |
| Annual return | 12.44% | 20.80%-8.4pp | 964.84%-952.4pp | 28.90%-16.5pp |
| Employer contribution / active EE | $2,283 | $2,075+10.0% | $2,839-19.6% | $2,042+11.8% |
| Participant deferral / active EE | $2,829 | $2,611+8.4% | $3,609-21.6% | $3,169-10.7% |
| Admin fee / account holder | $9 | $413-97.9% | $4,906-99.8% | $479-98.2% |