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 | Claims processing; Recordkeeping and ... | $870 |
Employer contribution per participant 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 | $12,037 | $49,280-75.6% | $67,313-82.1% | $64,186-81.2% |
| Participation rate | 86.7% | 60.8%+26.0pp | 69.1%+17.7pp | 69.6%+17.2pp |
| Annual return | 6.10% | -1.39%+7.5pp | -4.08%+10.2pp | 7.63%-1.5pp |
| Employer contribution / active EE | $0 | $1,668-100.0% | $2,566-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $998 | $2,484-59.8% | $3,568-72.0% | $3,470-71.2% |
| Admin fee / account holder | $7 | $3,863-99.8% | $4,507-99.8% | $4,888-99.8% |