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 | $212 |
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 | $55,923 | $66,124-15.4% | $90,404-38.1% | $73,488-23.9% |
| Participation rate | 97.2% | 69.7%+27.5pp | 72.7%+24.5pp | 70.7%+26.5pp |
| Annual return | 3.88% | 17.65%-13.8pp | 1293.02%-1289.1pp | 28.51%-24.6pp |
| Employer contribution / active EE | $2,024 | $2,346-13.7% | $3,262-37.9% | $2,270-10.8% |
| Participant deferral / active EE | $2,996 | $3,039-1.4% | $3,963-24.4% | $3,740-19.9% |
| Admin fee / account holder | $1 | $396-99.8% | $5,611-100.0% | $513-99.9% |