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 22 · EIN 13-1614399 320 PARK AVENUE · NEW YORK, NY 10022 | Insurance Broker | $2,739 |
Annual investment return 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 | $5,036 | $36,916-86.4% | $156,549-96.8% | $57,658-91.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 1.49% | 12.38%-10.9pp | 32.23%-30.7pp | 5.13%-3.6pp |
| Employer contribution / active EE | $975 | $1,571-37.9% | $5,501-82.3% | $1,974-50.6% |
| Participant deferral / active EE | $862 | $1,926-55.2% | $4,871-82.3% | $3,061-71.8% |
| Admin fee / account holder | $7 | $82-91.1% | $13,027-99.9% | $95-92.3% |