Filed March 31, 2025
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 | Claims processing; Recordkeeping and ... | $2,321 |
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 | $24,390 | $46,732-47.8% | $156,549-84.4% | $55,167-55.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | -0.94% | 17.72%-18.7pp | 32.23%-33.2pp | 169.23%-170.2pp |
| Employer contribution / active EE | $3,315 | $2,105+57.5% | $5,501-39.7% | $1,963+68.9% |
| Participant deferral / active EE | $1,979 | $2,204-10.2% | $4,871-59.4% | $3,054-35.2% |
| Admin fee / account holder | $13 | $418-97.0% | $13,027-99.9% | $504-97.5% |