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 12 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Account ... | $2,828 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,924 | $47,722-3.8% | $82,719-44.5% | $64,808-29.1% |
| Participation rate | 88.8% | 67.6%+21.1pp | 72.6%+16.2pp | 71.5%+17.3pp |
| Annual return | -13.04% | -13.05%0pp | 701.18%-714.2pp | 32.82%-45.9pp |
| Employer contribution / active EE | $1,950 | $2,179-10.5% | $3,009-35.2% | $2,506-22.2% |
| Participant deferral / active EE | $1,816 | $3,329-45.5% | $4,395-58.7% | $4,310-57.9% |
| Admin fee / account holder | $7 | $143-95.4% | $5,329-99.9% | $188-96.5% |