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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Participant... | $2,015 |
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 | $5,247 | $43,999-88.1% | $79,464-93.4% | $55,725-90.6% |
| Participation rate | 95.5% | 66.9%+28.5pp | 73.3%+22.1pp | 70.9%+24.6pp |
| Annual return | -8.44% | 1.81%-10.3pp | 718.14%-726.6pp | 244.93%-253.4pp |
| Employer contribution / active EE | $610 | $1,830-66.6% | $2,800-78.2% | $2,078-70.6% |
| Participant deferral / active EE | $1,010 | $2,538-60.2% | $3,704-72.7% | $3,356-69.9% |
| Admin fee / account holder | $45 | $118-61.5% | $5,113-99.1% | $115-60.7% |