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 | Recordkeeping and information managem... | $0 |
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 | $13,640 | $85,202-84.0% | $172,739-92.1% | $72,985-81.3% |
| Participation rate | 91.7% | 70.1%+21.6pp | 82.6%+9.0pp | 69.5%+22.2pp |
| Annual return | 6.37% | 27.32%-21.0pp | 802.84%-796.5pp | 81.00%-74.6pp |
| Employer contribution / active EE | $1,176 | $3,324-64.6% | $5,143-77.1% | $2,440-51.8% |
| Participant deferral / active EE | $978 | $3,260-70.0% | $5,198-81.2% | $3,607-72.9% |
| Admin fee / account holder | $7 | $5,884-99.9% | $13,954-100.0% | $5,124-99.9% |