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 · EIN 16-6063879 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $3,599 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,220 | $51,620-35.6% | $90,281-63.2% | $65,185-49.0% |
| Participation rate | 97.1% | 68.6%+28.5pp | 73.3%+23.8pp | 70.2%+26.9pp |
| Annual return | 16.69% | 24.94%-8.2pp | 78.10%-61.4pp | 29.38%-12.7pp |
| Employer contribution / active EE | $2,342 | $2,235+4.8% | $2,854-18.0% | $2,177+7.6% |
| Participant deferral / active EE | $1,045 | $2,871-63.6% | $3,885-73.1% | $3,514-70.3% |
| Admin fee / account holder | $15 | $384-96.0% | $5,351-99.7% | $847-98.2% |