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 |
|---|---|---|
Service code 15 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $40,757 |
Filed as: MUTUAL OF AMERICA INSURANCE COMPANY Service code 12 · EIN 13-1614399 | Account maintenance fees; Participant... | $1,637 |
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 | $12,940 | $50,815-74.5% | $155,509-91.7% | $77,643-83.3% |
| Participation rate | 99.5% | 63.1%+36.4pp | 78.2%+21.3pp | 70.6%+28.9pp |
| Annual return | 8.17% | 34.80%-26.6pp | 64.67%-56.5pp | 31.24%-23.1pp |
| Employer contribution / active EE | $1,405 | $1,993-29.5% | $4,672-69.9% | $2,726-48.5% |
| Participant deferral / active EE | $1,482 | $2,822-47.5% | $5,626-73.7% | $4,647-68.1% |
| Admin fee / account holder | $164 | $437-62.4% | $15,912-99.0% | $430-61.9% |