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 | Account maintenance fees; Claims proc... | $12,859 |
Participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,341 | $46,292-86.3% | $143,757-95.6% | $64,808-90.2% |
| Participation rate | 86.2% | 64.2%+22.0pp | 80.3%+5.9pp | 71.5%+14.8pp |
| Annual return | -8.47% | -10.05%+1.6pp | -0.04%-8.4pp | 32.82%-41.3pp |
| Employer contribution / active EE | $583 | $1,910-69.5% | $4,951-88.2% | $2,506-76.7% |
| Participant deferral / active EE | $517 | $2,646-80.5% | $5,637-90.8% | $4,310-88.0% |
| Admin fee / account holder | $12 | $154-91.9% | $14,673-99.9% | $188-93.4% |