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 | $3,380 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,360 | $46,173-86.2% | $170,442-96.3% | $69,631-90.9% |
| Participation rate | 94.9% | 63.9%+31.0pp | 83.6%+11.3pp | 70.7%+24.2pp |
| Annual return | 18.05% | 21.62%-3.6pp | 205.93%-187.9pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $636 | $1,610-60.5% | $5,433-88.3% | $2,032-68.7% |
| Participant deferral / active EE | $787 | $2,080-62.2% | $4,939-84.1% | $3,224-75.6% |
| Admin fee / account holder | $8 | $116-93.1% | $13,880-99.9% | $110-92.7% |