See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MUTUAL OF AMERICA LIFE INSURANCE CO Service code 12 · EIN 13-1614399 | Recordkeeping and information managem... | $6,429 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,246 | $47,126-84.6% | $149,673-95.2% | $74,419-90.3% |
| Participation rate | 93.7% | 63.4%+30.3pp | 78.8%+14.9pp | 70.7%+23.0pp |
| Annual return | 9.23% | 22.75%-13.5pp | 134.42%-125.2pp | 34.38%-25.2pp |
| Employer contribution / active EE | $1,376 | $1,905-27.8% | $4,818-71.4% | $2,637-47.8% |
| Participant deferral / active EE | $1,214 | $2,728-55.5% | $5,680-78.6% | $4,528-73.2% |
| Admin fee / account holder | $6 | $343-98.2% | $13,210-100.0% | $348-98.2% |