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 | Participant loan processing; Recordke... | $1,853 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,037 | $77,634-67.7% | $156,549-84.0% | $62,891-60.2% |
| Participation rate | 93.4% | 71.2%+22.2pp | 84.0%+9.4pp | 69.3%+24.1pp |
| Annual return | 9.28% | 50.32%-41.0pp | 32.23%-22.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $2,103 | $3,444-38.9% | $5,501-61.8% | $2,281-7.8% |
| Participant deferral / active EE | $2,879 | $3,045-5.5% | $4,871-40.9% | $3,203-10.1% |
| Admin fee / account holder | $7 | $5,561-99.9% | $13,027-99.9% | $4,296-99.8% |